Roman M Bulawski

CFP

Kubhera Enterprises LLC

9 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Kubhera Enterprises LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

352 clients

Average Client Portfolio

$824K average

Assets Under Management

$290.2M

Fee Structure

Location

742 Alexander Road, Suite 305, Princeton, NJ, 08540

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Roman is an independent insurance agent.

Employment History

Current Registrations

Kubhera Enterprises LLC

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Next Financial Group, INC.

July 2020 - February 2021 · 7 mos

Next Financial Group, INC.Broker

May 2020 - February 2021 · 9 mos

Lincoln Investment Planning, INC.Broker

July 2004 - August 2006 · 2 yrs 1 mo

Capital Brokerage CorporationBroker

September 2001 - August 2002 · 11 mos

Capital Brokerage CorporationBroker

December 1999 - August 2000 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.