Frank F. Previti

BENTLEY WEALTH ADVISORS

Warwick, RI 02886

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CRD#: 7476036

Professional summary

Frank Falcone Previti, who also goes by Frank Falcone Previt, is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Frank has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Falcone Previt

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.

DISANTO, PRIEST & CO, NON INVESTMENT RELATED, 117 METRO CENTER BOULEVARD, SUITE 3000, WARWICK, RHODE ISLAND 02886, TAX ACCOUNTANT, AS OF 09/2005, APPROXIMATLEY 160 HOURS DEDICATED PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES INCLUDE ATTEST AND TAX WORK AS WELL AS NON-TRADITIONAL (FORENSIC, LITIGATION SUPPORT, AGREED UPON PROCEDURES, ETC.).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Falcone Previti'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

December 3, 2021 - Present

BENTLEY WEALTH ADVISORS, LLC

Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

RIA

CRD#: 293311

Warwick, RI

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

Rhode Island
(12/3/2021)

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: 11/22/2021

Uniform Investment Adviser Law Examination

Current Firm

BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311 / SEC#:

Rhode Island

Registered Investment Advisory firm - (12/31/2018 Approved)

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Contact information

Main Address

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

Mailing Address

Phone number

(401) 921-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Frank F. Previti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Falcone Previti's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTLEY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2021

Current Firm

BENTLEY WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BENTLEY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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