Wealth Advisors Of Tampa Bay

Wealth Advisors Of Tampa Bay (CRD# 162724) is a financial advisory firm headquartered in Tampa, FL. They manage $346,096,102 in 367 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602
https://www.linkedin.com/in/fenngiles
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $943,041
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
The map below shows states where this firm has explicit registration only.

CA, FL, NC, OH, TX, WI

Financial Advisors at Wealth Advisors Of Tampa Bay
Showing 1 - 4 of 4 top financial advisors.
1
Ryan Chard, financial advisor Tampa FL
Ryan D. Chard
CRD#: 5836156
777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602

Ryan Chard (CRD# 5836156) 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.

2
Robert Giles, financial advisor Tampa FL
Robert F. Giles
CRD#: 4560739
777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602

Robert Giles (CRD# 4560739) is an Investment Advisor Representative working at Wealth Advisors Of Tampa Bay in Tampa, FL and has over 18 years of experience in the finance industry.

3
Robert Giles, financial advisor Tampa FL
Robert F. Giles
CRD#: 2472573
777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602

Robert Giles (CRD# 2472573) is an Investment Advisor Representative working at Wealth Advisors Of Tampa Bay in Tampa, FL and has over 24 years of experience in the finance industry.

4
Kimberly Oliver, financial advisor Tampa FL
Kimberly A. Oliver
CRD#: 3266756
777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602

Kimberly Oliver (CRD# 3266756) is an Investment Advisor Representative working at Wealth Advisors Of Tampa Bay in Tampa, FL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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