RW
RW

Robert Wetzork

32 Years of Experience
Tampa, FL
Broker

Robert Wetzork is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Tampa, Suite 2400, Tampa, FL, 33602

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2016 - Present · 10 yrs
Raymond James & Associates, INC.Broker
July 2016 - Present · 10 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Suntrust Investment Services, INC.Broker
October 1996 - April 2009 · 12 yrs 6 mos
Suntrust Investment Services, INC.
October 1996 - April 2009 · 12 yrs 6 mos
J. B. Hanauer & CO.Broker
June 1994 - October 1996 · 2 yrs 4 mos
Metlife Securities INC.Broker
September 1993 - June 1994 · 9 mos
Metropolitan Life Insurance CompanyBroker
September 1993 - June 1994 · 9 mos
State Registrations27 states
ALCACOCTDEFLGAILINKSLAMAMEMIMNNCNHNJNYOHORPASCTNVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.