Philip C. Roventini
Professional summary
Philip C Roventini, ChFC®, who also goes by Philip Christopher Roventini, is a registered financial advisor currently at ROVENTINI FINANCIAL SERVICES, INC located in New City, New York.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Philip has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip C Roventini's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2021 - Present
ROVENTINI FINANCIAL SERVICES, INC
Office #1: 246 N. Main St, New City, NY 10956January 4, 1995 - September 18, 1995
SECURITIES AMERICA, INC.
January 6, 1993 - December 31, 1994
G. A. REPPLE & COMPANY
August 12, 1992 - January 7, 1993
PRIME CAPITAL SERVICES, INC.
July 30, 1992 - August 13, 1992
TITAN/VALUE EQUITIES GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2021)
Exams
Current Firm
ROVENTINI FINANCIAL SERVICES, INC
CRD#: 142079 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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