Robert Shelby Cregor

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

• 01/2022 → Present
  Raymond James & Associates
  Louisville, KY
• 01/2016 → 01/2022
  Privilege Underwriters Reciprocal Exchange
  Scottsdale, AZ

Other Businesses

(1)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville, KY, 40206, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 11/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am currently a member of the Finance and Bonsai committees which have already been approved through OBA. I am now joining as a board member which will allow a more macro focused perspective on the gardens. I will have additional responsibilities making sure the Gardens are pursuing it's goals in an appropriate and effective manner. (2)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville , KY, 40206, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Part of the Finance Committee which is responsible for monitoring the current financial health of the organization as well as monitoring endowment funds, insurance, planning, and accounting. (3)Name of Business: Waterfront Botanical Gardens Address: 1435 Frankfort Ave, Louisville, KY, 40206, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 03/26/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Waterfront Botanical Garden Bonsai Committee is responsible for high level planning for the Bonsai Weekend held annually at the gardens as well as furthering the future Bonsai exhibits at the gardens.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-11