Unclaimed Profile

Robert Bruce Garey

TAMPA ASSET MANAGEMENT, LLC·LUTZ, Florida

Series 3, Series 7, Series 63, Series 6526 years registeredTAMPA ASSET MANAGEMENT, LLC

16021 N. FLORIDA AVE., LUTZ, FL 33549CRD# 1230628Firm CRD# 148558

Profile Verification

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

Identity

Robert Bruce Garey · LUTZ, FL

Registration

CRD #1230628 · TAMPA ASSET MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAMPA ASSET MANAGEMENT, LLC

BRIGHTWATER ADVISORY, LLC

Jan 2016 – Oct 2018

Lutz, FL

TAMPA ASSET MANAGEMENT, LLC

Dec 2008 – Apr 2017

LUTZ, FL

WACHOVIA SECURITIES, LLC

Oct 1999 – Dec 2008

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 1, 1999

Years registered · 26

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

TAMPA ASSET MANAGEMENT, LLC

CRD 148558 · SEC 801-69697

AUM

$121M

Regulatory assets under management

Employees

247 client accounts

Services offered by TAMPA ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAMPA ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Bruce Garey offer?

Robert Bruce Garey specializes in Investment Management, Wealth Management.

What are Robert Bruce Garey's credentials?

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

Where is Robert Bruce Garey located?

Robert Bruce Garey is based in LUTZ, Florida, last registered with TAMPA ASSET MANAGEMENT, LLC.

How does Robert Bruce Garey charge for services?

Robert Bruce Garey'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 TAMPA ASSET MANAGEMENT, LLC?

TAMPA ASSET MANAGEMENT, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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