Doyle Wealth Management, Inc.

Doyle Wealth Management, Inc. (CRD# 134503) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $633,069,035 in 1,473 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    1,473
    ACCOUNTS
  • Average Account Value
    $429,782
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NC, NH, NY, OH, TX

Financial Advisors at Doyle Wealth Management, Inc.
Showing 1 - 7 of 7 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 25 years of experience in the finance industry.

2
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 8 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.

3
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 8 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.

4
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 12 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
Mathew C. Lepak
CRD#: 2606121
333 3rd Avenue North, Suite 300, Saint Petersburg, FL 33701
93
Wealthminder
score

Mathew Lepak (CRD# 2606121) is an Investment Advisor Representative working at Doyle Wealth Management, Inc. in Saint Petersburg, FL and has over 21 years of experience in the finance industry.

7
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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