Wealth Advisors Of Tampa Bay

Wealth Advisors Of Tampa Bay (CRD# 162724) is a financial advisory firm headquartered in Tampa, FL. They manage $237,795,088 in 281 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $846,246
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
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.

FL, IN, TX

Financial Advisors at Wealth Advisors Of Tampa Bay
Showing 1 - 4 of 4 top financial advisors.
1
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 7 years of experience in the finance industry.

2
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 15 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.

3
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 20 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

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