Robert S. Gregov

ROCHE FINANCIAL PARTNERS LLC

PRINCETON, NJ 08540

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CRD#: 4899295

Professional summary

Robert S Gregov, CFP® is a registered financial advisor currently at ROCHE FINANCIAL PARTNERS LLC located in Princeton, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 S Gregov'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 16, 2005 - Present

ROCHE FINANCIAL PARTNERS LLC

Office #1: 212 Carnegie Center Suite 204, Princeton, NJ 08540Office #2: 475 Wall Street, Princeton, NJ 08540

RIA

CRD#: 133604

PRINCETON, NJ

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
(2/16/2005)

IAR

New York
(3/8/2021)

IAR

Ohio
(1/20/2016)

IAR

Pennsylvania
(9/15/2008)

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

Current Firm

ROCHE FINANCIAL PARTNERS LLC

CRD#: 133604 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/16/2005 Approved)

New York

Registered Investment Advisory firm - (6/1/2016 Approved)

Ohio

Registered Investment Advisory firm - (1/20/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/15/2008 Approved)

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Contact information

Main Address

475 Wall Street, Princeton, NJ 08540

Mailing Address

Phone number

(609) 575-6762

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 57,281,940

Red Flags

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

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Robert S. Gregov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert S Gregov's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROCHE FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

ROCHE FINANCIAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROCHE FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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