Robert Coakley (CRD# 1468641) is an Investment Advisor Representative working at Anova Management in Islamorada, FL and has 1 year of experience in the finance industry.
CRD# 2256527
Reef Advisors LLC
CRD# 2253731
Raymond James Financial Services Advisors, Inc.
CRD# 1461169
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anova Management | Islamorada, FL | May 2023 - Current | < 1 |
| Natured Ease | Islamorada, FL | Feb 2020 - Current | 4 |
| The Cbd Factories | Charles Town, WV | Feb 2019 - Apr 2023 | 4 |
| Blutonic, Inc. | New York, NY | Feb 2018 - May 2021 | 3 |
| Coed Media Group LLC | New York, NY | Apr 2004 - Feb 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- NY
- TX
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Total Assets Under Management11MILLIONS
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Total Number of Accounts35ACCOUNTS
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Average Account Value$302,025
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NY, TX
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