Unclaimed Profile

Robert Kenneth Doyle

DOYLE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Series 65Clean record23 years registeredDOYLE WEALTH MANAGEMENT, LLC

100 2ND AVENUE SOUTH, ST. PETERSBURG, FL 33701CRD# 2941804Firm CRD# 134503

Profile Verification

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

Identity

Robert Kenneth Doyle · ST. PETERSBURG, FL

Registration

CRD #2941804 · DOYLE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOYLE WEALTH MANAGEMENT, LLC

CI DOYLE PRIVATE WEALTH, LLC

Apr 2005 – Jan 2023

ST. PETERSBURG, FL

ANDERSON, RILEY & SPOOR, PA

Jun 2003 – Apr 2005

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 4, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOYLE WEALTH MANAGEMENT, LLC

CRD 134503 · SEC 801-64034

AUM

$1.6B

Regulatory assets under management

Employees

2,534 client accounts

Services offered by DOYLE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOYLE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Kenneth Doyle offer?

Robert Kenneth Doyle specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Kenneth Doyle's credentials?

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

Where is Robert Kenneth Doyle located?

Robert Kenneth Doyle is based in ST. PETERSBURG, Florida, last registered with DOYLE WEALTH MANAGEMENT, LLC.

How does Robert Kenneth Doyle charge for services?

Robert Kenneth Doyle'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 DOYLE WEALTH MANAGEMENT, LLC?

DOYLE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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