RK
RK

Richard Kilroy

5 Years of Experience
St. Petersburg, FL
Broker

Richard Kilroy is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
December 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2022 - December 2025 · 3 yrs
Raymond James Financial Services, INC.Broker
December 2022 - December 2025 · 3 yrs
Morgan Stanley
January 2021 - December 2022 · 1 yr 11 mos
Morgan StanleyBroker
November 2020 - December 2022 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2020 - November 2020 · 6 mos
State Registrations1 state
MD
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.