Roshan A Loungani
Investment adviser representative at Arete Wealth Advisors, LLC
18 yearsExperience
4 statesRegistered in
$2.7BFirm assets
17 yearsFirm in business
Are you Roshan A Loungani? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Arete Wealth Advisors, LLCJan 2008 to now
- Arete Wealth ManagementJan 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (DC, FL, MD, VA).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 4256993
- Firm CRD
- 145488