RP
RP

Robert Piazza

40 Years of Experience
Dublin, OH
Broker

Robert Piazza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dublin, OH, with 40 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

655 Metro Place S., Ste. 260, Dublin, OH, 43017

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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.

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Other Business Activities

Robert is a partner in Robinson, Piazza, & Jones LLC since 2007. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Raymond James Financial Services
January 2005 - January 2009 · 4 yrs
Raymond James & Associates, INC.
April 2001 - January 2005 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
June 1998 - January 2005 · 6 yrs 7 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
October 1997 - May 1998 · 7 mos
Smith Barney INC.Broker
July 1993 - November 1997 · 4 yrs 4 mos
Lehman Brothers INC.Broker
February 1989 - July 1993 · 4 yrs 5 mos
Hazlett, Burt & Watson, INC.Broker
December 1985 - February 1989 · 3 yrs 2 mos
Pruco Securities CorporationBroker
May 1985 - October 1985 · 5 mos
State Registrations26 states
ARAZCACOCTFLGAILINKSMAMDMEMIMONCNMNYOHPASCTXVAWAWVWY
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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