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Robert Rosnack

2 Years of Experience
Sarasota, FL
Broker

Robert Rosnack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sarasota, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

One Sarasota Tower, 2 N Tamiami Trail, Suite 600, Sarasota, FL, 34236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is an associate/employee at Rosnack Financial Group, Inc. This support company occupies about half of Robert's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
FL
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.