Roman M Bulawski
Investment adviser representative at Kubhera Enterprises LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$275.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kubhera Enterprises LLCApr 2021 to now
- Zeiders EnterprisesFeb 2021 to Mar 2021
- Red Oak Wealth ManagementSep 2018 to Jan 2021
- Zeiders EnterprisesJan 2018 to Jan 2019
- Mcrae Capital ManagementJan 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Kubhera Enterprises LLC
$275.5MAssets managed
304Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4079995
- Firm CRD
- 151619