Robert Gravette, financial advisor Valencia CA
93 score

Robert Gravette

CRD Number: 1938019
Current Firm: Criterion Wealth Management

Robert Gravette (CRD# 1938019) is an Investment Advisor Representative working at Criterion Wealth Management in Valencia, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Robert B. Ausdal & Company Inc. Valencia, CA Nov 2006 - Current 11
Criterion Wealth Management Valencia, CA Oct 2006 - Current 11
Visionlink Financial Advisors, Inc. Irvine, CA Aug 2004 - Nov 2006 2
Signator Investors, Inc. Boston, MA Jan 1990 - Oct 2006 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Robert A. Gravette
Phone Number: 661-254-2543
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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