Robert Coady Florek
Investment adviser representative at Florek Financial, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$511MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Florek Financial, LLCNov 2009 to now
- Rinet Company, LLCSep 2001 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Florek Financial, LLC
$511MAssets managed
96Clients
2Advisers
9 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
- 4751649
- Firm CRD
- 152235