Investment adviser representative · Aventine Financial Group
Jeffrey C. Roberto
CRD 2387704 · Port Jefferson Station, NY
At a glance
Jeffrey C. Roberto is an investment adviser representative with Aventine Financial Group in Port Jefferson Station, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2016, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Aventine Financial GroupSince August 2025Port Jefferson Station, NY · $153M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 8 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.