RC
CFP
RC
CFP

Robert Chiavacci

42 Years of Experience
Clearwater, FL
1 DisclosureBroker

Robert Chiavacci is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

28050 U.S. Highway 19 N., Suite 401, Clearwater, FL, 33761

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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
November 2013
Settled
Other Business Activities

Robert owns rental real estate property since 2025, dedicating minimal time to it. He also operates as a managing partner and advisor under CN Wealth Management, spending about half his time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2018 - May 2023 · 5 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2018 - May 2023 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2018 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2008 - March 2018 · 10 yrs 2 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 1983 - January 2008 · 24 yrs 6 mos
State Registrations38 states
AKALAZCACOCTDEFLGAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.