RG
RG

Robert Gillenwater

2 Years of Experience
Virginia Beach, VA
Broker

Robert Gillenwater is a registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, 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 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

300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451

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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 manages and coaches two girls fastpitch softball teams for the Southern Chesapeake Athletic Association since 2018, dedicating about 10-20% of his time. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
T3 Trading Group, LLCBroker
January 2022 - December 2022 · 11 mos
State Registrations7 states
CACOFLMONCOKVA
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.