Robert A. Lovas

GILDER PARTNERS FOR GROWTH

Raleigh, NC 27603

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CRD#: 4343702

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.

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

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.

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.

CRD#: 7059

NEW YORK, NY

Past

February 28, 2001 - November 29, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2004

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
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.

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Advisor Monitoring

Firm Stability Insights

Robert A. Lovas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Lovas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2020

Series 63

Date: 1/25/2005

SIE

Date: 6/21/2016

Series 7

Date: 12/13/2004

Current Firm

GILDER PARTNERS FOR GROWTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GILDER PARTNERS FOR GROWTH, LLC

TRUST BUT VERIFY

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