Robert Francis Farrell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 01/2009 → 05/2025
  Janney Montgomery Scott Llc
  Cherry Hill, NJ
• 05/2025 → Present
  Raymond James & Associates, Inc
  Philadelphia, PA

Previous Registrations

• 2009-01-16 → 2025-05-02
  Janney Montgomery Scott Llc
  Philadelphia, PA
  Cherry Hill, NJ
  Mt. Laurel, NJ
• 2002-07-24 → 2009-02-05
  Citigroup Global Markets Inc.
  Mount Laurel, NJ
  Marlton, NJ
  Marlton, NJ
  Mt. Laurel, NJ

Other Businesses

(1)Name of Business: Real-estate/Condo Association Address: Sea Isle City, NJ, 08243, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Committee Member Investment Related: No Start Date: 10/16/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 2 Unit condo building, co-manage property insurance with other unit Owner

Exams

• S66 Uniform Combined State Law Examination
  2002-07-22
• S63 Uniform Securities Agent State Law Examination
  1997-09-20

Designations

• Certified Financial Planner

Other Names

• Robert Francis Jr Farrell