Robert Patrick Moran
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2026 to now
- Integrity Financial Advisors, LLCJul 2026 to now
- Raymond James Financial Services, Inc.Jul 2026 to now
- Southern Airways ExpressJun 2024 to Jun 2026
- UnemployedFeb 2024 to Jun 2024
- Pershing LLCJun 2023 to Feb 2024
- Planet FitnessMay 2021 to Sep 2021
- University of Central FloridaAug 2020 to Dec 2023
- Garden of Eating PizzeriaNov 2019 to Aug 2021
- Ma's Ice Cream ShopMay 2017 to Aug 2022
- West Allegheny School DistrictJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7766408
- Firm CRD
- 149018