Robert C. Marlowe

REVO FINANCIAL

BARTLESVILLE, OK 74003

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CRD#: 5501725

Professional summary

Robert Curtiss Marlowe, who also goes by Bob Marlowe, Bobby Marlowe, Robert Marlowe, is a registered financial advisor currently at REVO FINANCIAL, LLC located in Bartlesville, Oklahoma.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Marlowe | Bobby Marlowe | Robert Marlowe

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.

INDEPENDENT INSURANCE AGENT - AS PART OF MY ADVISORY BUSINESS, I ASSIST CLIENTS IN OBTAINING LIFE AND LTC INSURANCE; $5,000 PAID IN 2013; 2 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Curtiss Marlowe'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

February 4, 2015 - Present

REVO FINANCIAL, LLC

Office #1: 117 W. 5th Street #402, Bartlesville, OK 74003

RIA

CRD#: 172646

BARTLESVILLE, OK

Past

November 22, 2013 - March 31, 2017

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

THE WOODLANDS, TX

Past

February 22, 2013 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

THE WOODLANDS, TX

Past

February 1, 2010 - April 25, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

THE WOODLANDS, TX

Past

February 4, 2009 - February 1, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 23, 2009 - February 3, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

THE WOODLANDS, TX

Past

September 22, 2008 - December 31, 2018

FG WEALTH MANAGEMENT

RIA

CRD#: 117845

The Woodlands, TX

Past

June 11, 2008 - September 12, 2008

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

THE WOODLANDS, TX

Past

April 8, 2008 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

THE WOODLANDS, TX

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".

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oklahoma
(6/1/2018)

IAR

Texas
(2/4/2015)

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: 5/13/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/7/2008

General Securities Representative Examination

Current Firm

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

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Contact information

Main Address

117 W. 5th Street #402, Bartlesville, OK 74003

Mailing Address

Phone number

(918) 336-7877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVO FINANCIAL LLC ADV BROCHURE (8/23/2025)

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 118,570,330

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 C. Marlowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Curtiss Marlowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

REGAL INVESTMENT ADVISORS LLC

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

SECURITIES AMERICA, INC.

SECURITIES AMERICA, INC.

FG WEALTH MANAGEMENT

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

Primary Firm SEC Registration

REVO FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2008

Series 7

Date: 4/7/2008

Current Firm

REVO FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVO FINANCIAL, LLC

TRUST BUT VERIFY

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