RV
Roberto Ventura
STRONG BRIDGE ADVISORS LLC
Sau Paulo, 05435-040
Some features on this profile are disabled
CRD#: 7916248
RV
Professional summary
Roberto Ventura is a registered financial advisor currently at STRONG BRIDGE ADVISORS LLC .
Roberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Roberto has worked at 1 firm and has passed the Series 65 exam.
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.
Tekton Ind Com Ser Ltda - Software Research and Development for Investment
CRS (Client Relationship Summary) - RIA
Click below to view Roberto Ventura'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®
NoneExperience
Current
May 17, 2024 - Present
STRONG BRIDGE ADVISORS LLC
Office #1: Rua Jerico 193, Cj 35, Sau Paulo 05435-040RIA
CRD#: 315520
Sau Paulo,
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
California(5/17/2024)
Current Firm
SB
STRONG BRIDGE ADVISORS LLC
STRONG BRIDGE ADVISORS LLC | STRONG BRIDGE GLOBAL ADVISORS, LLC | STRONG BRIDGE GLOBAL ADVISORS
CRD#: 315520 / SEC#:
California
Registered Investment Advisory firm - (9/8/2021 Approved)Texas
Registered Investment Advisory firm - (11/29/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(847) 867-4590
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 35,091,009 |
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.
Company Information
STRONG BRIDGE ADVISORS LLC
CRD#: 315520Sau Paulo 05435-040TRUST BUT VERIFY
Monitor Roberto Ventura
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
