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Robert S Gregov

Roche Financial Partners LLC

Hopewell, NJ

Princeton, NJ

CRD 4899295

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Employer firm

Roche Financial Partners LLC CRD 133604

$72.8M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Roche Financial Partners Llc

Hopewell, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-08
OH RA APPROVED 2016-01-20
PA RA APPROVED 2008-09-15
NJ RA APPROVED 2005-02-16
  • NY RA
    APPROVED
    Since 2021-03-08
  • OH RA
    APPROVED
    Since 2016-01-20
  • PA RA
    APPROVED
    Since 2008-09-15
  • NJ RA
    APPROVED
    Since 2005-02-16

Branch Locations

Hopewell, NJ • United States

212 Carnegie Center Suite 204, Princeton, NJ 08540 • 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
Roche Financial Partners Llc Princeton NJ 11/2004 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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