Bayshore Associates

Bayshore Associates (CRD# 168766) is a financial advisory firm headquartered in Tavernier, FL. They manage $4,211,007 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bayshore Associates
Showing 1 - 1 of 1 top financial advisors.
Robert H. Padgett
CRD#: 6245731
#1, 90775 Old Highway, Tavernier, FL 33070

Robert Padgett (CRD# 6245731) is an Investment Advisor Representative working at Bayshore Associates in Tavernier, FL and has 1 year of experience in the finance industry. Robert Padgett 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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