Robert Grillo
Robert Grillo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwich, CT, with 29 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
115 E. Putnam Avenue, 3rd Floor, Greenwich, CT, 06830
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the owner of Atlas Financial Partners, Inc. (his DBA) and Tempus Advisor, and a partner in Noble Property Management, LLC (rental real estate). Robert also intends to become a broker of record for non-variable insurance products, but dedicates minimal time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sands Brothers & CO., LTD.Broker
State Registrations30 states
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.