Robert L. Coval

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CRD#: 5598862

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Lloyd Coval was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2008. Robert had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 15, 2013 - October 14, 2024

COVAL ANDERSON COVAL LLC

RIA

CRD#: 147769

EASTON, MA

Past

November 17, 2008 - December 31, 2012

COVAL ANDERSON COVAL LLC

RIA

CRD#: 147769

EASTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

COVAL ANDERSON COVAL LLC

COVAL ANDERSON COVAL LLC | COVAL, ROBERT L., CPA

CRD#: 147769 / SEC#:

Massachusetts

Registered Investment Advisory firm - (12/31/2025 Termination Requested)

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Contact information

Main Address

868 Washington Street, Easton, MA 02375

Mailing Address

Phone number

(508) 238-7020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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