Robert Bader
Robert Bader is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springdale, AR, with 27 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
4100 Corporate Center Drive, Suite 230, Springdale, AR, 72762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner of Catalyst Holdings, LLC and Cedarbrooke Holdings, LLC since 2020, making decisions on real estate and equipment. He also manages Wildcat Creek Farms, LLC and Willow Tree Holdings, LLC, dedicating about 10-20% of his time and about a quarter of his time respectively, and is part owner of RSBJ MGMT, LLC and SWG Operations, LLC.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 states
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