Robert Joseph Moranville

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Raymond James Financial Services, Inc
  Powell, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Powell, OH

Previous Registrations

• 2007-01-25 → 2008-01-22
  Edward Jones
  Powell, OH

Other Businesses

(1)Name of Business: KMS Partners, LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 02/20/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: KMS Partners, LLC is a support company that was established to handle payment of local office expenses that are shared among advisors in our branch (rent, staff, etc.) (2)Name of Business: Powell United Methodist Church Address: 825 E Olentangy St, Powell, OH, 43065, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the endowment committee I help monitor investments of the church's endowment fund and recommend changes when appropriate to the church's leadership team. We also give approval for use of endowment funds. As a member of the leadership board, I assist in reviewing and approving all major business related decisions of the church. All decisions are made by vote of the board/committee. No board or committee member has decision making power individually. (3)Name of Business: RMA Holding, LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/19/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-10-09

Other Names

• Bob Moranville