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Robert Richard Roback Jr.

Luther Forest Wealth Advisors, L.L.C.

Malta, NY

CRD 5924509

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Employer firm

Luther Forest Wealth Advisors, L.l.c. CRD 142714

$98.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Luther Forest Wealth Advisors, L.L.C.

2715 Route 9 Suite 101, Malta, NY 12020 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-01
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

2715 Route 9 Suite 101, Malta, NY 12020 • 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
OrganizationCityStateFromTo
Luther Forest Wealth Advisors, Llc Malta NY 01/2011 Present
Designations
  • Certified Financial Planner
Other Names
  • Robert Richard Roback

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

CHRISTOPHER JOHN SPRATT
SEAN MICHAEL RICHARDSON
MITCHELL JOSEPH CALABRESE

Nearby Offices

EQUITABLE ADVISORS, LLC · MALTA, NY
EAGLE STRATEGIES LLC · MALTA, NY
EAGLE STRATEGIES LLC · MALTA, NY

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