Jeffrey Roberto
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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 133 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for Platinum Investment Advisory Services. Private Wealth Management Services, which combines financial planning and investment advisory services, charges 0.85% of assets under management.
Fee Estimator
Location
Port Jefferson Station, NY
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Aventine Financial Group
Previous Registrations
Fisher Investments
Ruggiero Investments
Trajan Wealth, L.L.C.
Castle Wealth Management
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Northern Lights Distributors, LLCBroker
Charles Schwab & CO., INC.Broker
Smith Barney INC.Broker
Aegis Capital CORP.Broker
State Registrations2 states
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.