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CFP
JR
CFP

Jeffrey Roberto

Aventine Financial Group
23 Years of Experience
Port Jefferson Station, NY
View SEC Summary
View SEC Summary

Jeffrey Roberto is a CFP-designated registered investment advisor at Aventine Financial Group, based in Port Jefferson Station, NY, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 133 clients with $150M in assets under management.

Aventine Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
133 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$153.1M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Platinum Investment Advisory Services charges 1.00% annually. Private Wealth Management Services charges 0.85% annually and includes financial planning.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Port Jefferson Station, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Aventine Financial Group
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Fisher Investments
November 2023 - November 2023 · 0 mos
Ruggiero Investments
February 2023 - December 2023 · 10 mos
Trajan Wealth, L.L.C.
October 2022 - February 2023 · 4 mos
Castle Wealth Management
January 2022 - September 2022 · 8 mos
Ameriprise Financial Services, INC.
April 2018 - February 2019 · 10 mos
Ameriprise Financial Services, INC.Broker
March 2018 - February 2019 · 11 mos
LPL Financial LLC
January 2018 - April 2018 · 3 mos
LPL Financial LLCBroker
January 2018 - April 2018 · 3 mos
TD Ameritrade Investment Management, LLC
November 2016 - May 2017 · 6 mos
TD Ameritrade, INC.
November 2016 - May 2017 · 6 mos
TD Ameritrade, INC.Broker
September 2016 - May 2017 · 8 mos
Northern Lights Distributors, LLCBroker
November 2005 - August 2016 · 10 yrs 9 mos
Charles Schwab & CO., INC.Broker
January 1997 - March 2002 · 5 yrs 2 mos
Smith Barney INC.Broker
July 1994 - November 1996 · 2 yrs 4 mos
Aegis Capital CORP.Broker
October 1993 - July 1994 · 9 mos
State Registrations2 states
NYPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Jeffrey Roberto - Financial Advisor | TrueAdvisor