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Robert Regis Franskousky

PRIVATE WEALTH LLC·PONTE VEDRA, Florida
Series 10, Series 9, Series 31, Series 7, Series 66CFPClean recordPRIVATE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Regis Franskousky is a registered financial advisor based in PONTE VEDRA, Florida, affiliated with PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRIVATE WEALTH LLC
PRIVATE WEALTH
AUM
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4467442
Firm CRD# 293126
View on FINRA BrokerCheck →

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05

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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