Robert Francis Scherzinger

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

• 09/2005 → 03/2023
  Umpqua Bank
  Portland, OR
• 09/2017 → 04/2021
  Umpqua Investments, Inc.
  Portland, OR
• 03/2023 → Present
  Columbia Bank
  Lake Oswego, OR
• 03/2023 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2023 → 10/2023
  Cetera Investment Advisers Llc
  Portland, OR
• 04/2024 → Present
  Raymond James Financial Services Inc.
  Lake Oswego, OR
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake Oswego, OR

Previous Registrations

• 2023-03-08 → 2023-10-18
  Cetera Investment Advisers Llc
  Portland, OR
• 2016-06-02 → 2023-03-07
  Steward Partners Investment Solutions, Llc
  Portland, OR
  Portland, OR

Other Businesses

1) Columbia Wealth Advisors; not investment related; Lake Oswego, OR; DBA/support company; Registered Associate; Started 04/2024; 0hrs/month; 0hrs/month during trading hours; Support Staff

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-11-27
• S65 Uniform Investment Adviser Law Examination
  2016-06-01

Designations

• Certified Financial Planner

Other Names

• Robert Francis Scherzinger
• Robert Scherzinger