Claim Profile
Unclaimed Profile
RS

Robert Frederick Schleiter

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida
Clean recordACCOLADE INVESTMENT ADVISORY, LLC
3692 COOLIDGE COURT, TALLAHASEE, FL 32311CRD# 5657577Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Frederick Schleiter · TALLAHASEE, FL
Registration
CRD #5657577 · ACCOLADE INVESTMENT ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Frederick Schleiter is a registered financial advisor based in TALLAHASEE, Florida, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5657577
Firm CRD# 145635
View on FINRA BrokerCheck →

Looking for a financial advisor in TALLAHASEE?

Browse all registered financial advisors in TALLAHASEE, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Robert Frederick Schleiter offer?
Robert Frederick Schleiter specializes in Wealth Management. Contact their office in TALLAHASEE, Florida for a consultation.
What are Robert Frederick Schleiter's credentials?
Robert Frederick Schleiter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Frederick Schleiter located?
Robert Frederick Schleiter is based in TALLAHASEE, Florida, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the TALLAHASEE metropolitan area and surrounding communities.
How does Robert Frederick Schleiter charge for services?
Robert Frederick Schleiter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →