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William Robert Neubauer

Comprehensive Money Management Services LLC

Coral Gables, FL

CRD 2873585

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Employer firm

Comprehensive Money Management Services LLC CRD 121061

$200M regulatory AUM 105 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Comprehensive Money Management Services Llc

Coral Gables, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-03-24

Branch Locations

Coral Gables, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Money Management Services Llc Coral Gables FL 03/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-09
S63 Uniform Securities Agent State Law Examination 1997-06-19
  • S65 Uniform Investment Adviser Law Examination
    2002-08-09
  • S63 Uniform Securities Agent State Law Examination
    1997-06-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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