Unclaimed Profile

Robert Kenneth Doyle

DOYLE WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

Clean recordDOYLE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Kenneth Doyle is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with DOYLE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DOYLE WEALTH MANAGEMENT, LLC

CI DOYLE PRIVATE WEALTH, LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOYLE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2941804

Firm CRD# 134503

View on FINRA BrokerCheck →

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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. Contact their office in ST. PETERSBURG, Florida for a consultation.

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, working with DOYLE WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

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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