Juan Donabedian

RPG FAMILY WEALTH ADVISORY

Burlington, MA 01803

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CRD#: 4595528

Professional summary

Juan Donabedian, who also goes by John Donabedian, Juan Donabedian Jr., is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Burlington, Massachusetts.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Juan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Donabedian | Juan Donabedian Jr.

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.

LANDLORD - NON-INVESTMENT RELATED RENTAL PROPERTY- INVESTMENT RELATED- 19 MILL COMMONS DRIVE SCARBOROUGH MAINE 04074- RENTAL OF A RESIDENTIAL CONDO- OWNER- RENT- START DATE: 2024-01-01- NO. OF HRS/MONTH DURING TRADING HRS - 0- NO. OF HRS/MONTH OUTSIDE TRADING HRS- 0- PERCENTAGE OF TOTAL YEARLY COMPENSATION- 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Donabedian's CRS (Customer Relationship Summary).

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

June 16, 2015 - Present

RPG FAMILY WEALTH ADVISORY, LLC

Office #1: 25 Burlington Mall Road Suite 404, Burlington, MA 01803

RIA

CRD#: 158528

Burlington, MA

Past

June 3, 2015 - June 17, 2015

DETWILER FENTON & CO.

CRD#: 1794

BOSTON, MA

Past

December 15, 2011 - May 28, 2015

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

BOSTON, MA

Past

August 25, 2010 - July 1, 2015

DETWILER FENTON INVESTMENT MANAGEMENT LLC

RIA

CRD#: 153808

BOSTON, MA

Past

August 21, 2009 - December 1, 2010

DETWILER FENTON & CO.

RIA

CRD#: 1794

TOPSFIELD, MA

Past

August 21, 2009 - July 15, 2014

DETWILER FENTON & CO.

CRD#: 1794

TOPSFIELD, MA

Past

December 5, 2002 - September 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PEABODY, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

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

Massachusetts
(6/16/2015)

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 66

Date: 12/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2002

General Securities Representative Examination

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

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Contact information

Main Address

25 Burlington Mall Road Suite 404, Burlington, MA 01803

Mailing Address

Phone number

(888) 285-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RPG FAMILY WEALTH ADVISORY (FWA) - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,960
AUM (Assets Under Management)	$ 590,320,074

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

Juan Donabedian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Donabedian's CRS (Customer Relationship Summary).

Certified licenses

Experience

DETWILER FENTON & CO.

DETWILER FENTON WEALTH MANAGEMENT INC

DETWILER FENTON INVESTMENT MANAGEMENT LLC

DETWILER FENTON & CO.

DETWILER FENTON & CO.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

RPG FAMILY WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2002

SIE

Date: 6/17/2015

Series 7

Date: 12/4/2002

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RPG FAMILY WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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