Robert Kreitler, financial advisor New Haven CT
93 score

Robert Kreitler

CRD Number: 1402831
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Kreitler (CRD# 1402831) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Haven, CT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. New Haven, CT Jan 2009 - Current 7
Kreitler Financial LLC New Haven, CT Jan 2001 - Current 15
Raymond James Financial Services, Inc. New Haven, CT Aug 1997 - Current 19
Professional Speaker New Haven, CT May 2008 - Sep 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
Contact Info for Robert P. Kreitler
Phone Number: 727-567-5877
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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