Robert Rooke
Robert Rooke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 45 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
310 South Street, Suite 3B, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the secretary of the Charles Foundation, dedicating minimal time. He is also the President/Forester of Broad Arrow Limited LLC, a timber investment/forest management company, spending about 10-20% of his time. Additionally, Robert is a co-trustee for The Martin Withington Trust and owner of a support company/DBA, Broad Arrow Limited LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson/american Express INC.Broker
State Registrations5 states
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