Robert G Fogarty
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Robert G Fogarty? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Onpoint Community Credit UnionJun 2025 to now
- Onpoint Investment ServicesJun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- Bank of America N.A.Nov 2022 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Jun 2025
- Edward JonesJul 2020 to Sep 2022
- Unemployed/laid OffApr 2020 to Jul 2020
- Percasso CoffeeNov 2019 to Mar 2020
- England LogisticsApr 2019 to Nov 2019
- Nylife Securities LLC.Dec 2018 to Apr 2019
- New York Life Insurance CompanyNov 2018 to Apr 2019
- Country FinancialDec 2017 to Oct 2018
- Foresters FinancialAug 2017 to Dec 2017
- JP Morgan Securities LLCOct 2016 to Aug 2017
- JPMorgan Chase BankOct 2016 to Aug 2017
- Trillium Family ServicesOct 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4130324
- Firm CRD
- 149018