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Robert Michael Lester

TALON PRIVATE WEALTH, LLC·THE VILLAGES, Florida
Unclaimed Profile
11974 COUNTY ROAD 101, THE VILLAGES, FL 32162CRD# 4885592Firm CRD# 298714
01

About

Robert Michael Lester is a registered financial advisor based in THE VILLAGES, Florida, affiliated with TALON 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
03

Firm Overview

Firm
TALON PRIVATE WEALTH, LLC
TALON PRIVATE WEALTH, LLC
AUM
$843M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at TALON PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4885592
Firm CRD# 298714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Michael Lester offer?
Robert Michael Lester specializes in Financial Planning, Investment Management. Contact their office in THE VILLAGES, Florida for a consultation.
What are Robert Michael Lester's credentials?
Robert Michael Lester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Lester located?
Robert Michael Lester is based in THE VILLAGES, Florida, working with TALON PRIVATE WEALTH, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.
How does Robert Michael Lester charge for services?
Robert Michael Lester'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 TALON PRIVATE WEALTH, LLC?
TALON PRIVATE WEALTH, LLC has approximately 22 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in THE VILLAGES
Thomas Dekari Kerney — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCAndrea Evans Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCDavid S Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCWilliam Andrew Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCJoseph Phillip Arce — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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