Roventini Financial Services, Inc.

Roventini Financial Services, Inc. (CRD# 142079) is a financial advisory firm headquartered in New City, NY. They manage $15,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
246 N. Main St, New City, NY 10956
https://roventinifinancialservices.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Roventini Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Philip Roventini, financial advisor New City NY
Philip C. Roventini
CRD#: 2249062
246 N. Main St, New City, NY 10956

Philip Roventini (CRD# 2249062) is an Investment Advisor Representative working at Roventini Financial Services, Inc. in New City, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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