Robert Frailey, financial advisor Naples FL

Robert Frailey

CRD Number: 2924243
Current Firm: Rwf Wealth Management LLC

Robert Frailey (CRD# 2924243) is an Investment Advisor Representative working at Rwf Wealth Management LLC in Naples, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Rwf Wealth Management LLC Naples, FL Apr 2019 - Current 4
Integra Capital Advisors Bradenton, FL Aug 2017 - Current 6
Admiralty Point Naples, FL Jun 2015 - Current 8
Platinum Wealth Partners Tampa, FL May 2016 - Jul 2017 1
Purshe Kaplan Sterling Investments Albany, NY Jan 2015 - Jul 2017 2
Capitalrock Investments, LLC Naples, FL Jan 2015 - Jun 2016 1
The Guardian Life Insurance Company Of America Naples, FL Aug 2014 - Jan 2015 < 1
Park Avenue Securities LLC Naples, FL Aug 2014 - Jan 2015 < 1
The Guardian Life Insurance Company Of America Fort Myers, FL Dec 2010 - Aug 2014 3
Park Avenue Securities LLC Fort Myers, FL Dec 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1997
Contact Info for Robert W. Frailey
Phone Number: 239-293-9031
Registered State(s):
  • FL
Current Firm Details
Rwf Wealth Management LLC
Firm's CRD Number: 304320
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $292,683
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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