Robert Scherzinger
Robert Scherzinger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 9 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
5000 Meadows Road, Suite 220, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a registered associate for Columbia Wealth Advisors, a support company, and as a bank associate for Umpqua Bank since 2023, dedicating full-time hours to the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
State Registrations1 state
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