Robert Brunette
Robert Brunette is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Syracuse, NY, with 48 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
400 Spencer Street, Syracuse, NY, 13204
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the president of New Visions, LLC, selling retirement plans, dedicating a few hours per week. He also works as an instructor at Bryan and Stratton College and is an agent for Planned Results, Inc., selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Cadaret, Grant & CO., INC.Broker
Darcy & CO., INC.Broker
Travelers Equities Sales, INC.Broker
Cigna Securities, INC.Broker
State Registrations11 states
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