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Traver Financial Consulting Network Pa registers with the SEC (Lakewood Ranch, FL)
New SEC-registered adviser · CRD 139459 · 801-137309 · effective 2026-09-16
Effective 2026-09-16. 2 employees (1 advisory), $122M regulatory AUM across 54 accounts. Notice-filed in NJ, NY, FL. Corporation (FL).
No website listedHas custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance