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Robert Moranville

Raymond James Financial Services Advisors, INC
22 Years of Experience
Powell, OH
1 DisclosureBroker
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Robert Moranville is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Powell, OH, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7560 Sawmill Parkway, Suite E, Powell, OH, 43065

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is an officer of KMS Partners, LLC and RMA Holding, LLC, both support companies. He also serves on the advisory board and finance/investment committee for Powell United Methodist Church, helping monitor investments and approve business decisions, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Edward Jones
January 2007 - January 2008 · 1 yr
Edward JonesBroker
October 2003 - January 2008 · 4 yrs 3 mos
State Registrations25 states
AZCACODCDEFLGAILINKYMAMIMTNCNJNMNYOHOKORPASCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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