Unclaimed Profile

Robert Michael Lester

TALON PRIVATE WEALTH, LLC·THE VILLAGES, Florida

SIE, Series 7, Series 7TO, Series 6510 years registeredTALON PRIVATE WEALTH, LLC

11974 COUNTY ROAD 101, THE VILLAGES, FL 32162CRD# 4885592Firm CRD# 298714

Profile Verification

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

Identity

Robert Michael Lester · THE VILLAGES, FL

Registration

CRD #4885592 · TALON PRIVATE WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

TALON LLC

Apr 2021 – present

BROOKSTONE WEALTH ADVISORS, LLC

Aug 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 65

Registration record

First registered · August 19, 2015

Years registered · 10

Disclosure History

2015Customer Dispute·Closed-No Action

2008Customer Dispute·Settled

2006Customer Dispute·Withdrawn

1992Criminal·Final Disposition

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TALON PRIVATE WEALTH, LLC

CRD 298714 · SEC 801-114857

AUM

$843M

Regulatory assets under management

Employees

8,813 client accounts

Services offered by TALON PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TALON PRIVATE WEALTH, LLC →

Introduction

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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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