RB
RB

Robert Boiarsky

44 Years of Experience
New York, NY
Broker

Robert Boiarsky is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 44 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

320 Park Avenue, Fl 14, New York, NY, 10022

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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 is a volunteer officer, vice president, board member, and finance/investment committee member for Brown University/RISD Hillel since 2018. He dedicates minimal time to this non-profit organization, and the investment advisor makes the investment decisions.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
April 2003 - September 2016 · 13 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
December 1979 - June 2001 · 21 yrs 6 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAIAILINLAMAMDMENCNHNJNVNYOHPASCTNTXVAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Boiarsky - Financial Advisor | TrueAdvisor