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Robert Elliott
41 Years of Experience
Bellaire, TX
1 DisclosureBroker
Robert Elliott is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellaire, TX, with 41 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
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Location
4545 Bissonnet, Suite #288, Bellaire, TX, 77401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2023Pending
Other Business Activities
Robert is the owner of Red Leaves Capital, a support company/DBA, since 2008. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 2008 - Present · 18 yrs 5 mos
Previous Registrations
Raymond James Financial Services
February 2008 - January 2009 · 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - February 2008 · 10 mos
Morgan Stanley & CO., Incorporated
April 2007 - February 2008 · 10 mos
Morgan Stanley
November 2000 - April 2007 · 6 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
First Union Securities, INC.Broker
September 1990 - December 2000 · 10 yrs 3 mos
Lovett Underwood Neuhaus & Webb, INC.Broker
May 1990 - September 1990 · 4 mos
Rauscher Pierce Refsnes, INC.Broker
June 1987 - June 1990 · 3 yrs
Rotan Mosle INC.Broker
June 1984 - June 1987 · 3 yrs
State Registrations12 states
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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.