RoshanLoungani- Financial Advisor Vienna, VA

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About Roshan Loungani

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition.

Our Services

Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

4256993

Firm CRD#

44856

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Roshan began his financial career in 1997 as an intern with Morgan Stanley Dean Witter in Washington, D.C. In 2000 he joined Ameriprise Financial Services as a financial advisor and manager for American Express. It was here that Roshan began building a reputation as an accomplished fiduciary consultant and trust personal financial advisor.

When Roshan joined Arete Wealth Management in 2008 the firm managed less than $100 million in assets. Today, Arete Wealth Management is an award winning, nationally recognized industry leader with 35 offices and 145 registered advisors throughout the U.S. with more than $4 billion in assets.

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Wealth Management, Financial Planning for Individuals, Retirement Planning, Investment Advice & Management, Financial Planning, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Annuity, Health, Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Finance & Marketing

University of Maryland
1996 -1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1880569/paladinregistry-Arete-Wealth-Management,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Roshan Loungani

Arete Wealth Management, LLC