Advisor at Roventini Financial Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Roventini Financial Services, Inc
Location
New City, NY 10956
Credentials
ChFC®, PFS™, Series 63
Industry experience
5 years
Philip Roventini is a financial advisor at Roventini Financial Services, Inc. in New City, NY, holding the ChFC® and PFS™ designations with four years of experience in the industry. He has been practicing as a CPA since 1981 and continues to operate Roventini CPA PC alongside his advisory role. Roventini Financial Services, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, focusing on mutual funds and exchange-traded funds, and maintains documented Investment Policy Statements with regular portfolio reviews.
Based on Roventini Financial Services, Inc
1.00% annually
Account minimum: $1,000,000
246 N. Main St
New City, NY 10956
New York
Roventini Financial Services, Inc
2021 - Present (5 years)
Roventini Cpa Pc
1981 - Present (45 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®
White Plains, NY
FMD Wealth Advisors LLC
Series 63
Upper Saddle River, NJ
Wavelet Advisors
CFP®, Series 63
White Plains, NY
Financial Planning Associates, LLC
CFA®, Series 66
Nyack, NY
Sanskar Advisors, Inc.
CFP®, Series 66
Tarrytown, NY
Pope Wealth Planning, LLC
ChFC®, Series 63, Series 65
Tarrytown, NY
Martone Capital Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")