Doyle Wealth Management, Inc.

Doyle Wealth Management, Inc. (CRD# 134503) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $845,957,898 in 1,834 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    846
    MILLION
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $461,264
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
  • Pension consulting services
  • Other
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.

CA, FL, GA, LA, NC, NE, NH, NJ, NM, NY, OH, SC, TN, TX, VA

Financial Advisors at Doyle Wealth Management, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Michael J. Chren
CRD#: 1618742
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
96
Wealthminder
score

Michael Chren (CRD# 1618742) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 26 years of experience in the finance industry.

2
Scott C. Connor
CRD#: 3179952
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
96
Wealthminder
score

Scott Connor (CRD# 3179952) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry. Scott Connor 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.

3
Charles M. Crouch
CRD#: 4348818
Lexington, SC
96
Wealthminder
score

Charles Crouch (CRD# 4348818) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Lexington, SC and has over 16 years of experience in the finance industry. Charles Crouch 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.

4
Christopher R. Jay
CRD#: 5477038
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
96
Wealthminder
score

Christopher Jay (CRD# 5477038) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry. Christopher Jay 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.

5
Cassandra M. Smalley
CRD#: 5467317
333 3rd Ave. North, Suite 300, Saint Petersburg, FL 33701
96
Wealthminder
score

Cassandra Smalley (CRD# 5467317) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry. Cassandra Smalley 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.

6
Todd B. Youngs
CRD#: 4732672
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
96
Wealthminder
score

Todd Youngs (CRD# 4732672) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 14 years of experience in the finance industry.

7
Matthew W. Benz
CRD#: 5467399
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
93
Wealthminder
score

Matthew Benz (CRD# 5467399) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry.

8
Robert K. Doyle
CRD#: 2941804
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
93
Wealthminder
score

Robert Doyle (CRD# 2941804) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 20 years of experience in the finance industry.

9
Jayme J. Rabideau
CRD#: 5533077
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
92
Wealthminder
score

Jayme Rabideau (CRD# 5533077) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 2 years of experience in the finance industry. Jayme Rabideau 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.

10
Amy L. Powell
CRD#: 4878290
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
90
Wealthminder
score

Amy Powell (CRD# 4878290) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.

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