Robert Coakley is a registered investment advisor at Nextgen Emp, based in Islamorada, FL, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $7.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$7.1M
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Location
Islamorada, FL
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Regulatory History (2)
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Regulatory
April 1999Final
Criminal
December 1991Final Disposition
Other Business Activities
Robert is the Chief Executive Officer of Natured Ease LLC, a company selling hemp CBD products, tinctures, and creams. He dedicates a few hours per week to overseeing all aspects of the business.
Employment History
Current Registrations
Nextgen Emp
December 2024 - Present · 1 yr 5 mos
Anova Management
July 2023 - Present · 2 yrs 10 mos
State Registrations3 states
FLNYTX
Advisor
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.