Robert Margolies
Robert Margolies is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Lauderdale, FL, with 2 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
6550 N Federal Highway, Suite 505, Fort Lauderdale, FL, 33308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a partner in CRM Realty, owning a rental property, and is an investment specialist for Leeward Financial Group, taking about half of his time. He also acts as Power of Attorney for his father's family office and treasurer for his family's foundation, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 states
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