RS
CFP
RS
CFP

Robert Stoudt

22 Years of Experience
West Lawn, PA
Broker

Robert Stoudt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Lawn, PA, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1103 Rocky Drive, Suite 203, West Lawn, PA, 19609

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert owns rental real estate since 2016, dedicating minimal time. He is also an owner of Stoudt Capital Management Inc. and Stoudt Distributers Inc., spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.Broker
June 2004 - June 2009 · 5 yrs
American Express Financial Advisors, INC.
February 2004 - May 2004 · 3 mos
American Express Financial Advisors INC.Broker
January 2004 - May 2004 · 4 mos
Ids Life Insurance CompanyBroker
January 2004 - May 2004 · 4 mos
State Registrations19 states
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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.