Richard Burton Rowehl

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 09/2025
  Mma Securities, Llc
  New York, NY
• 08/2016 → 09/2025
  Marsh Mclennan Agency
  New York, NY
• 06/2015 → 09/2016
  Corporate Retirement Strategies
  New York, NY
• 09/2025 → Present
  Revolve Wealth Partners, Llc
  Hackensack, NJ

Previous Registrations

• 2016-10-03 → 2025-10-03
  Mma Securities Llc
  New York, NY
  Boston, MA
  New York, NY
• 2015-06-16 → 2016-09-02
  Global Retirement Partners Llc
  New York, NY
  San Rafael, CA
• 2005-10-25 → 2015-06-03
  Oppenheimer & Co. Inc.
  New York, NY
  New York, NY
  New York, NY
• 2005-01-07 → 2005-10-14
  Td Wealth Management Services Inc.
  Melville, NY
• 2003-12-18 → 2004-12-07
  Chase Investment Services Corp.
  New York, NY

Other Businesses

1. 06/24/2015 - RP ENTERTAINMENT/ CEO-FAMILY BUSINESS/ STARTED 1993 / ADDRESS - 36 TWIN CEDAR LANE, NORTHPORT, NY / PRIVATE COMPANY / COMPENSATION - HOURLY / NATURE OF BUSINESS - DISC JOCKEY, KARAOKE, TRIVIA GAME SERVICES / DUTIES & RESPONSIBILITIES - DJ/MC, KARAOKE HOST, TRIVIA QUIZMASTER FOR PRIVATE PARTIES AND RESTAURANTS IN NY TRI-STATE AREA / HOURS SPENT PER WEEK - 20 / SECURITIES TRADING HOURS - 0 / RAISE CAPITAL - NO

Exams

• S66 Uniform Combined State Law Examination
  2003-12-12
• S65 Uniform Investment Adviser Law Examination
  1998-02-20
• S63 Uniform Securities Agent State Law Examination
  1990-07-27

Other Names

• Richard Burton Rowehl