Robert Tomaszewski
Robert Tomaszewski is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester Hills, MI, with 25 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
2526 S Rochester Road, Rochester Hills, MI, 48307
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 an owner of Axiom Wealth Management, working there nearly full-time as an independent contractor. He also co-owns B&T Wealth Management, LLC to support his Raymond James business, dedicating minimal time, and R&R Investment Holdings, LLC, which owns the building where his practice operates, also dedicating minimal time. Robert places non-variable insurance business directly with insurance companies, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations17 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.