Robert Giles is a CFP-designated registered investment advisor at Wealth Advisors of Tampa Bay, based in Tampa, FL, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 225 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Advisors of Tampa Bay offers investment management through wrap fee accounts and LPL Financial advisory programs. The fees for LPL Financial advisory programs vary up to a maximum of 3.00% annually, paid quarterly in advance and are negotiable. The specific fee will be disclosed in the program materials. The firm shares the account fee with LPL Financial.
Location
777 South Harbour Island Boulevard, Suite 370, Tampa, FL, 33602
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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 Activities
Robert operates Wealth Advisors of Tampa Bay as a DBA for his LPL business and as a registered investment advisor. He also manages Giles Dupuy Properties LLC, a family farm, dedicating minimal time to this activity.
Employment History
Current Registrations
Wealth Advisors of Tampa Bay
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Franklin/templeton Distributors, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations16 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.