Robert Alan Shay
Investment adviser representative at Tfb Advisors, LLC
12 yearsExperience
2 statesRegistered in
$840.2MFirm assets
4 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 assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tfb Advisors, LLCAug 2022 to now
- Ameritas Investment Company, LLCAug 2021 to now
- Ameritas Life Insurance CorpApr 2021 to now
- Tax Favored BenefitsApr 2021 to now
- Grinders Kc Event VenueJul 2023 to Sep 2023
- Unemployed- Received Benefits From Missouri Department of LaborApr 2020 to Apr 2021
- The Capital GrilleSep 2011 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (KS, OK).
Tfb Advisors, LLC
$840.2MAssets managed
1,355Clients
18Advisers
4 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
- 7420716
- Firm CRD
- 321870