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RL

Robert A. Lovas

GILDER PARTNERS FOR GROWTH
Raleigh, NC 27603
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CRD#: 4343702
RL

Professional summary


Robert Andrew Lovas, who also goes by Robert A Lovas, Robert Lovas, is a registered financial advisor currently at GILDER PARTNERS FOR GROWTH, LLC located in Raleigh, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert A Lovas | Robert Lovas

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.
GILDER OFFICE FOR GROWTH, LLC - INVESTMENT-RELATED - RALEIGH, NC - FAMILY OFFICE - PRESIDENT AND CHIEF OPERATING OFFICER - 06/2016 - APPROX 80 HRS/MONTH - APPROX 80 HRS/MONTH DURING TRADING HRS - OVERSEE DAY-TO-DAY OPERATIONAL AND ADMINISTRATIVE FUNCTIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Andrew Lovas'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

April 7, 2020 - Present

GILDER PARTNERS FOR GROWTH, LLC

Office #1: 1 Glenwood Avenue 5th Floor (wework), Raleigh, NC 27603
RIA
CRD#: 306620
Raleigh, NC
Past

October 23, 2009 - June 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

October 23, 2009 - June 21, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

May 16, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
RALEIGH, NC
Past

May 16, 2005 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
RALEIGH, NC
Past

January 11, 2005 - May 20, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHARLESTON, WV
Past

December 14, 2004 - May 20, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 28, 2001 - November 29, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

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
North Carolina
(4/7/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/19/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GP
GILDER PARTNERS FOR GROWTH, LLC
GILDER PARTNERS FOR GROWTH, LLC

CRD#: 306620 / SEC#:

North Carolina
Registered Investment Advisory firm - (4/7/2020 Approved)
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Contact information


Main Address
1 Glenwood Avenue 5th Floor, Wework, Raleigh, NC 27603
Mailing Address
Phone number
(919) 680-3608
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 56,154,721

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


GILDER PARTNERS FOR GROWTH, LLC

CRD#: 306620Raleigh, NC 27603

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