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Robert Albert D'AMico

Bentley Wealth Advisors, LLC

Warwick, RI

CRD 3150660

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Employer firm

Bentley Wealth Advisors, LLC CRD 293311

Reported services (Item 5G)

  • REFERRAL OF CLIENTS TO OTHER INVESTMENT ADVISERS

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

Current Employers
Bentley Wealth Advisors, Llc

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2019-01-15
  • RI RA
    APPROVED
    Since 2019-01-15

Branch Locations

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886 • 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
Disanto, Priest & Co. Warwick RI 01/2003 Present
Bentley Wealth Advisors, Llc Warwick RI 04/2018 Present
Previous Registrations
Other Businesses

1) DISANTO, PRIEST & CO. 117 METRO CENTER BOULEVARD WARWICK, RI 02886 ACCOUNTING FIRM NON INVESTMENT RELATED CPA, PRINCIPAL 12/1987 TAX & ACCOUNTING SERVICES, DEVOTES 80% OF HIS TIME TO THIS ACTIVITY 2) MONETA INVESTORS, LLC, SAME ADDRESS AS ABOVE, INVESTMENTS, PARTNER, LIMITED ACTIVITY, ORGANIZED 1/6/2011, TIME DEVOTED LESS THAN 5 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-21
  • S65 Uniform Investment Adviser Law Examination
    1998-10-21
Designations
  • Certified Financial Planner
Other Names
  • Robert Damico
  • Robert A. D'AMico

View on SEC IAPD

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