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Robert Barth

Aventine Financial Group

Doylestown, PA

CRD 7722502

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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
PA RA APPROVED 2023-05-04
  • PA RA
    APPROVED
    Since 2023-05-04

Branch Locations

4259 West Swamp Road Suite 302, Doylestown, PA 18902 • 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 Doylestown PA 06/2022 Present
Rsm Us Llp Blue Bell PA 10/2016 06/2022
Unemployed Phoenixville PA 06/2016 10/2016
  • 06/2022 → Present
    Aventine Financial Group
    Doylestown, PA
  • 10/2016 → 06/2022
    Rsm Us Llp
    Blue Bell, PA
  • 06/2016 → 10/2016
    Unemployed
    Phoenixville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-05-04

View on SEC IAPD

Nearby Firms

SUMMIT FINANCIAL, LLC
LPL FINANCIAL LLC
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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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