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Frank J Fiumecaldo

Aventine Financial Group

Doylestown, PA

New York, NY

CRD 6915768

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Employer firm

Aventine Financial Group CRD 292390

$153M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Aventine Financial Group

4259 West Swamp Road Suite 302, Doylestown, PA 18902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-29
PA RA APPROVED 2019-10-23
  • TX RA
    APPROVED
    Since 2020-05-29
  • PA RA
    APPROVED
    Since 2019-10-23

Branch Locations

4259 West Swamp Road Suite 302, Doylestown, PA 18902 • United States

100 Park Avenue, 16Th Floor, New York, NY 10017 • 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
Aventine Financial Group, Llc Doylestown PA 02/2018 Present
R.W. Roge & Company Bohemia NY 12/2012 02/2018
  • 02/2018 → Present
    Aventine Financial Group, Llc
    Doylestown, PA
  • 12/2012 → 02/2018
    R.W. Roge & Company
    Bohemia, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SUMMIT FINANCIAL, LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER

Nearby Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA

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