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Robert L. Rewey

REWEY ASSET MANAGEMENT
Summit, NJ
Some features on this profile are disabled
CRD#: 2521503
RR

Professional summary


Robert Livingston Rewey III, who also goes by Chip Rewey III, Robert Livingston Rewey, is a registered financial advisor currently at REWEY ASSET MANAGEMENT located in Summit, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chip Rewey Iii | Robert Livingston Rewey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Livingston Rewey III's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 9, 2021 - Present

REWEY ASSET MANAGEMENT

RIA
CRD#: 316640
Summit, NJ
Past

June 14, 2018 - December 14, 2021

ADVISORY SERVICES NETWORK

RIA
CRD#: 146051
Summit, NJ
Past

February 2, 1996 - January 31, 2003

SWM SECURITIES, INC.

BD
CRD#: 38637
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(11/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


RA
REWEY ASSET MANAGEMENT
REWEY ASSET MANAGEMENT | REWEY INVESTMENT MANAGEMENT LLC | REWEY INVESTMENT MANAGEMENT

CRD#: 316640 / SEC#:

New Jersey
Registered Investment Advisory firm - (11/9/2021 Approved)
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Contact information


Main Address
Spring Lake, NJ
Mailing Address
Phone number
(917) 306-0384
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts53
AUM (Assets Under Management)$ 62,780,555

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REWEY ASSET MANAGEMENT

CRD#: 316640Summit, NJ

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