Robert Charles Venier
Investment adviser representative at Raymond James (USA) Ltd
24 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Raymond James (USA) Ltd.Apr 2026 to now
- Raymond James Financial Planning Ltd.Apr 2026 to now
- Raymond James Ltd.Apr 2026 to now
- Raymond James Financial Planning LtdJun 2022 to Feb 2026
- Raymond James Ltd.Jun 2022 to Feb 2026
- Raymond James Ltd.Jul 2018 to May 2022
- Richardson Gmp LimitedNov 2016 to Jul 2018
- Sun Life Financial DistributorsApr 2016 to Nov 2016
- Raymond James (USA) Ltd.Jun 2002 to Feb 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 7006086
- Firm CRD
- 25853