Robert Paventi, financial advisor Staten Island NY
93 score

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 20 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC Guaynabo, PR Sep 2012 - Current 4
Sovereign Bank Staten Island, NY Nov 2011 - Current 5
Lpl Financial LLC Charlotte, NC Nov 2011 - Sep 2012 < 1
Chase Investment Service Corp. Staten Island, NY Mar 2010 - Nov 2011 1
Oxford Health Lake Success, NY Jan 1996 - Apr 2010 14
Mdny Health Lake Success, NY Jan 1996 - Apr 2010 14
Healthnet Health Lake Success, NY Jan 1996 - Apr 2010 14
Hsbc Bank Staten Island, NY Aug 2007 - Mar 2010 2
Ny Property Insurance Underwriting Association New York, NY Oct 1998 - Mar 2010 11
New England Securities Uniondale, NY Feb 2007 - May 2007 < 1
Prudential Ins.co. Of America Uniondale, NY Oct 1994 - Jan 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for Robert F. Paventi
Phone Number: 787-759-5378
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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