Robert Fenn Giles

Employer firm

Wealth Advisors Of Tampa Bay CRD 162724

$457M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → Present
  Lpl Financial, Llc
  Tampa, FL
• 08/2014 → Present
  Wealth Advisors Of Tampa Bay
  Tampa, FL

Previous Registrations

• 2007-09-19 → 2014-08-15
  Citigroup Global Markets Inc.
  New York, NY
  Tampa, FL
  Jacksonville, FL
  Tampa, FL

Other Businesses

(1) 08/11/2014 - WEALTH ADVISORS OF TAMPA BAY/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ TAMPA, FL (2) 09/15/2014: WEALTH ADVISORS OF TAMPA BAY LLC - INV REL - 777 SOUTH HARBOUR ISLAND BLVD, TAMPA, FL 33602 - REGISTERED INVESTMENT ADVISOR DBA: WEALTH ADVISORS OF TAMPA BAY - IAR (3) 09/15/2014: WEALTH ADVISORS OF TAMPA BAY LLC - INV REL - 777 SOUTH HARBOUR ISLAND BLVD, TAMPA, FL 33602 - REGISTERED INVESTMENT ADVISOR HYBRID - IAR (4) 09/11/2024 - Giles Dupuy Properties LLC - Other - Family Farm - Manager - Not Investment Related - Tampa. FL - Start Date 07/01/2024 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-15
• S63 Uniform Securities Agent State Law Examination
  2005-06-10

Designations

• Certified Financial Planner

Other Names

• Robert Fenn Giles
• Robert Fenn Giles
• Robert Fenn Giles