Robert Garey, financial advisor Lutz FL
83 score

Robert Garey

CRD Number: 1230628
Current Firm: Tampa Asset Management, LLC

Robert Garey (CRD# 1230628) is an Investment Advisor Representative working at Tampa Asset Management, LLC in Lutz, FL and has over 32 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Lutz FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Similar Advisors
Kimberly Overman, financial advisor Lutz FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Similar Advisors
Derek Pilecki, financial advisor Lutz FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Company Name Location Dates Years
Brightwater Advisory, LLC Tampa, FL Jan 2016 - Current < 1
Tampa Asset Management, LLC Tampa, FL Dec 2008 - Current 7
Wachovia Securities, Inc. Tampa, FL Aug 1999 - Dec 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Mar 1992
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert B. Garey
Phone Number: (813) 675-8011
Firm Website:
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Robert Garey and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.