Robert Giles, financial advisor Tampa FL
96 score

Robert Giles

CRD Number: 4560739
Current Firm: Wealth Advisors Of Tampa Bay

Robert Giles (CRD# 4560739) is an Investment Advisor Representative working at Wealth Advisors Of Tampa Bay in Tampa, FL and has over 11 years of experience in the finance industry. Robert Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Advisors Of Tampa Bay Tampa, FL Aug 2014 - Current 2
Lpl Financial, LLC Tampa, FL Aug 2014 - Current 2
Citigroup Global Markets Inc. Tampa, FL Sep 2004 - Aug 2014 9
Davis Island Youth Sailing Foundation Tampa, FL Oct 2003 - Oct 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Robert F. Giles
Phone Number: 813-642-7730
Registered State(s):
  • FL
  • OH
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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