Robert Brainard, financial advisor Key Largo FL

Robert Brainard

CRD Number: 2256527
Current Firm: Reef Advisors LLC

Robert Brainard (CRD# 2256527) is an Investment Advisor Representative working at Reef Advisors LLC in Key Largo, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Reef Advisors LLC Key Largo, FL Oct 2017 - Current 6
Baxter Investment Management Riverside, CT Jan 2016 - Sep 2017 1
None - Transitioning From Former Company New Canaan, CT Aug 2015 - Dec 2015 < 1
Skygate Financial Group, LLC Chester, VT Jul 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Robert L. Brainard
Phone Number: 203-722-4902
Registered State(s):
  • FL
Current Firm Details
Reef Advisors LLC
Firm's CRD Number: 300871
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,067,207
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

FL

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