Inactive

Amy Lisa Brackett

Revolve Wealth Partners, LLC

CRD 4214852

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Employer firm

Revolve Wealth Partners, LLC CRD 286643

$1.42B regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Revolve Wealth Partners, Llc

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-06-24

NJ RA
APPROVED

Since 2021-06-24

Branch Locations

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Revolve Wealth Partners, Llc	Hackensack	NJ	03/2021	Present
Revolve Wealth Partners	New York	NY	03/2021	04/2021
Klingenstein Fields Advisors	New York	NY	05/2007	03/2021

03/2021 → Present

Revolve Wealth Partners, Llc

Hackensack, NJ
03/2021 → 04/2021

Revolve Wealth Partners

New York, NY
05/2007 → 03/2021

Klingenstein Fields Advisors

New York, NY

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Amy Lisa Jacobs

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

Nearby Investors

THERESA ANN KOHLES

ALYSSA ROSE CARUSO

Nearby Offices

LPL FINANCIAL LLC · HACKENSACK, NJ

PARK AVENUE SECURITIES LLC · HACKENSACK, NJ

CETERA INVESTMENT ADVISERS LLC · HACKENSACK, NJ

More in Hackensack, NJ

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