Robert Karl Riley

Current Employers

Employment History

• 05/2012 → 12/2016
  Mutual Trust Company Of America
  Clearwater, FL
• 12/2016 → 11/2020
  Fidelity Brokerage Services Llc
  West Hartford, CT
• 07/2018 → 11/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 12/2020 → 09/2022
  Home Management Llc
  West Hartford, CT
• 10/2022 → 10/2024
  Mutual Trust Company Of America Securities
  St. Petersburg, FL
• 10/2022 → Present
  Mutual Trust Asset Management
  Saint Petersburg, FL
• 10/2024 → Present
  Calton & Associates, Inc
  Tampa, FL

Previous Registrations

• 2022-10-21 → 2024-10-28
  Mutual Trust Asset Mgmt., Inc.
  St/ Petersburg, FL
  Clearwater, FL
  Tampa, FL
• 2018-07-13 → 2020-11-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-18 → 2018-07-13
  Strategic Advisers Llc
  West Hartford, CT

Other Businesses

1. I own 50% of a home in MA and it is a single-family home that I use for rental income. 2. Retirement Lock; Investment related; 3100 Gulf to Bay Blvd, Ste 100, Clearwater, FL 33759; Financial planning and financial advisory services business; Owner/Sole Proprietor; Start Date: 04/01/2025; Hours/month: 160; Hours/month during securities trading hours: 130; Meet with clients, prospects, conduct reviews, recommend solutions. Investment/insurance solutions.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-17
• S63 Uniform Securities Agent State Law Examination
  1997-03-13

Other Names

• Robert K Riley