Unclaimed Profile

Robert William Raimondo

BROOKWOOD INVESTMENT GROUP LLC·PHOENIX, Arizona

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredBROOKWOOD INVESTMENT GROUP LLC

3930 E. RAY ROAD, PHOENIX, AZ 85044CRD# 4476842Firm CRD# 316544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert William Raimondo · PHOENIX, AZ

Registration

CRD #4476842 · BROOKWOOD INVESTMENT GROUP LLC · 20 years registered

Brand Profile

Not yet started

Career History

BROOKWOOD INVESTMENT GROUP

Jan 2023 – present

BELPOINTE ASSET MANAGEMENT LLC

Jan 2012 – Jun 2023

Phoenix, AZ

WRP INVESTMENTS, INC.

Jan 2009 – Dec 2011

PHOENIX, AZ

METLIFE SECURITIES INC.

Feb 2007 – Jan 2009

SHELTON, CT

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2006 – Feb 2007

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKWOOD INVESTMENT GROUP LLC

CRD 316544 · SEC 801-122508

AUM

$689M

Regulatory assets under management

Employees

2,250 client accounts

Services offered by BROOKWOOD INVESTMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROOKWOOD INVESTMENT GROUP LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert William Raimondo offer?

Robert William Raimondo specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Robert William Raimondo's credentials?

Robert William Raimondo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Raimondo located?

Robert William Raimondo is based in PHOENIX, Arizona, working with BROOKWOOD INVESTMENT GROUP LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Robert William Raimondo charge for services?

Robert William Raimondo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKWOOD INVESTMENT GROUP LLC?

BROOKWOOD INVESTMENT GROUP LLC has approximately 18 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →