Robert Paventi, financial advisor Staten Island NY

Robert Paventi

CRD Number: 1865265
Current Firm: Santander Securities

Robert Paventi (CRD# 1865265) is an Investment Advisor Representative working at Santander Securities in Staten Island, NY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Jan 2023 - Current 1
Santander Bank, Na Boston, MA Nov 2011 - Current 12
Santander Securities, LLC Dorchester, MA Sep 2012 - Jan 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Jun 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert F. Paventi
Phone Number: (866)-736-6475
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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