Robert Declan Leavy
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Robert Declan Leavy? 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
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2026 to now
- Raymond James Financial Services, IncOct 2025 to now
- TownebankJul 2024 to Oct 2025
- Raymond James Financial Services, Inc.May 2023 to Aug 2023
- James Madison UniversityAug 2020 to May 2024
- Nansemond Suffolk AcademyAug 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7734964
- Firm CRD
- 149018