Unclaimed Profile

Robert Philip Kreitler

KREITLER FINANCIAL LLC·NEW HAVEN, Connecticut

SIE, Series 6, Series 22, Series 24, Series 42, Series 51, Series 52, Series 62, Series 63CFPClean record28 years registeredKREITLER FINANCIAL LLC

265 CHURCH STREET, NEW HAVEN, CT 06510CRD# 1402831Firm CRD# 309056

Profile Verification

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

Identity

Robert Philip Kreitler · NEW HAVEN, CT

Registration

CRD #1402831 · KREITLER FINANCIAL LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KREITLER FINANCIAL LLC

KREITLER FINANCIAL LLC

Jul 2020 – Jan 2025

NEW HAVEN, CT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jul 2020

NEW HAVEN, CT

RAYMOND JAMES FINANCIAL SERVICES

Mar 1998 – Jan 2009

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 24

Series 42

Series 51

Series 52

Series 62

Series 63

Registration record

First registered · March 4, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KREITLER FINANCIAL LLC

CRD 309056 · SEC 801-118881

AUM

$477M

Regulatory assets under management

Employees

884 client accounts

Services offered by KREITLER FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KREITLER FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Robert Philip Kreitler offer?

Robert Philip Kreitler specializes in Financial Planning, Investment Management.

What are Robert Philip Kreitler's credentials?

Robert Philip Kreitler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Philip Kreitler located?

Robert Philip Kreitler is based in NEW HAVEN, Connecticut, last registered with KREITLER FINANCIAL LLC.

How does Robert Philip Kreitler charge for services?

Robert Philip Kreitler'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 KREITLER FINANCIAL LLC?

KREITLER FINANCIAL LLC has approximately 11 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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