Robert J Radli

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

• 05/2011 → Present
  Raymond James & Associates
  Vero Beach, FL
• 02/2017 → 05/2017
  Raymond James & Associates, Inc.
  Jupiter, FL

Previous Registrations

• 2009-10-09 → 2011-06-02
  Rbc Capital Markets, Llc
  West Palm Beach, FL
• 1993-07-12 → 2009-10-09
  J. B. Hanauer & Co.
  West Palm Beach, FL
  West Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-12
• S63 Uniform Securities Agent State Law Examination
  1992-01-17

Other Names

• Robert J Radli
• Robert John Radli