Robert Petrillo
Robert Petrillo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 34 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
Firm Size
IM Fee
Assets Under Management
Location
2753 South Milford Road, Suite 101, Highland, MI, 48357
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a partner in Diamond Building, LLC, a rental real estate business, since 2003, and spends minimal time on it. He is also an owner of Petrillo Group, a support company, since 2005, where he serves as a branch manager, broker, and RIA representative, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Leonard & CompanyBroker
A. G. Edwards & Sons, INC.Broker
State Registrations25 states
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