Roman Chiokadze
Investment adviser representative at Ventura Wealth Management
13 yearsExperience
1 stateRegistered in
$713.5MFirm assets
16 yearsFirm in business
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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 fee
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.
- Ventura Wealth ManagementOct 2025 to now
- Eagle Strategies LLCJul 2024 to Oct 2025
- Nylife Securities LLC.Apr 2021 to Oct 2025
- New York Life Insurance CompanyDec 2019 to Oct 2025
- First Children's AcademyJul 2013 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ventura Wealth Management
Legal name: Nvwm LLC
$713.5MAssets managed
590Clients
9Advisers
16 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
- 7203782
- Firm CRD
- 152301