Robert Barth has been an investment adviser representative at Aventine Financial Group since May 2023, and is not listed among the firm’s executive officers or direct owners.
Aventine Financial Group LLC is a Doylestown, PA firm with $153M under management, 133 clients and 3 advisers in one office, as of its March 2026 filing.
Robert Barth is Financial Planner of Aventine Financial Group LLC. He works with clients on tax-efficient wealth strategies. Before joining Aventine, he served as an Audit Manager at the national accounting firm RSM US LLP, where he gained experience working in financial reporting and regulatory environments.
- Aventine Financial GroupCurrent– present · 3 yearsDoylestown, PA · Adviser representative · Firm CRD 292390
Professional designations
Listed by Aventine Financial Group
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Robert Barth is registered as an investment adviser representative in Pennsylvania, since May 2023.
- PennsylvaniaSince 4 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7722502
- Firm
- Aventine Financial Group · CRD 292390
- Office
- 4259 WEST SWAMP ROAD, SUITE 302, Doylestown, PA 18902
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aventinefg.com
Where does Robert Barth work?
Robert Barth is an investment adviser representative registered through Aventine Financial Group LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Barth a financial advisor?
Yes. Robert Barth has a current investment-adviser registration in Pennsylvania, through Aventine Financial Group since May 2023.
How many years of experience does Robert Barth have?
Robert Barth has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Robert Barth passed?
Robert Barth passed the Series 65 in May 2023.
Where is Robert Barth based?
Robert Barth’s registered office is in Doylestown, PA.
Is Robert Barth registered with FINRA?
No. Robert Barth has no current broker registration.
Is Robert Barth a CFP?
Aventine Financial Group lists Robert Barth with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Robert Barth’s record?
Search CRD 7722502 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Barth’s full registration record.
