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Robert Disman

Raymond James Financial Services Advisors, INC
44 Years of Experience
Las Vegas, NV
1 DisclosureBroker
View SEC Summary
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Robert Disman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9205 W Russell Rd, Ste 240, Las Vegas, NV, 89148

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is the owner and branch manager of Robert Disman and Associates. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.
October 2009 - Present · 17 yrs
Raymond James Financial Services, INC.Broker
October 2009 - Present · 17 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - October 2009 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - October 2009 · 9 yrs 9 mos
Painewebber IncorporatedBroker
June 1992 - February 2000 · 7 yrs 8 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1988 · 1 mo
Dean Witter Reynolds INC.Broker
March 1988 - June 1992 · 4 yrs 3 mos
E. F. Hutton & Company INCBroker
April 1982 - April 1988 · 6 yrs
Wedbush, Noble, Cooke, INCBroker
December 1981 - May 1982 · 5 mos
State Registrations10 states
ALAZCACOFLLANVNYTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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