Jeffrey Roberto
Aventine Financial Group · Port Jefferson Station, New York
Jeffrey Roberto is a fee-only financial advisor at Aventine Financial Group in Port Jefferson Station, New York, who holds the CFP credential. Aventine Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aventine Financial Group |
|---|---|
| Based in | Port Jefferson Station, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $153.1M across 351 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, PA · CRD 2387704 |
| Exams passed | Series 63 (2006) · Series 65 (1994) · Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | aventinefg.com |
How Jeffrey's firm compares
- Aventine Financial Group's average account is about $436,000, from its Form ADV (assets managed divided by 351 accounts).
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Questions about Jeffrey
Is Jeffrey Roberto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Aventine Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Aventine Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Roberto based?
Jeffrey Roberto is based in Port Jefferson Station, New York.
What credentials does Jeffrey Roberto hold?
Jeffrey Roberto holds the CFP credential.
Is Jeffrey Roberto registered with the SEC?
Yes. Jeffrey Roberto is registered as an investment adviser representative in NY and PA (CRD 2387704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aventine Financial Group manage?
Aventine Financial Group reports $153.1M across 351 accounts in assets under management.
How do I contact Jeffrey Roberto?
Through Jeffrey's website, aventinefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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