Unclaimed Profile

Robert Regis Franskousky

PRIVATE WEALTH LLC·PONTE VEDRA, Florida

SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFPClean record24 years registeredPRIVATE WEALTH LLC

574 PONTE VEDRA BLVD, PONTE VEDRA, FL 32082CRD# 4467442Firm CRD# 293126

Profile Verification

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

Identity

Robert Regis Franskousky · PONTE VEDRA, FL

Registration

CRD #4467442 · PRIVATE WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2010 – present

LPL FINANCIAL LLC

Oct 2010 – present

PRIVATE WEALTH

Mar 2018 – Jun 2018

PONTE VEDRA, FL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Nov 2010

PONTE VEDRA BEACH, FL

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

PONTE VEDRA BEACH, FL

MORGAN STANLEY

Feb 2007 – Apr 2007

PONTE VEDRA BEACH, FL

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 2001 – Feb 2007

PONTE VEDRA BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · December 13, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE WEALTH LLC

CRD 293126 · SEC 801-112668

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by PRIVATE WEALTH 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 PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Robert Regis Franskousky offer?

Robert Regis Franskousky specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA, Florida for a consultation.

What are Robert Regis Franskousky's credentials?

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

Where is Robert Regis Franskousky located?

Robert Regis Franskousky is based in PONTE VEDRA, Florida, working with PRIVATE WEALTH LLC. Their office serves clients in the PONTE VEDRA metropolitan area and surrounding communities.

How does Robert Regis Franskousky charge for services?

Robert Regis Franskousky'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 PRIVATE WEALTH LLC?

PRIVATE WEALTH LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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