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Robert Coady Florek

FLOREK FINANCIAL, LLC·DUXBURY, Massachusetts
Clean record22 years registeredFLOREK FINANCIAL, LLC
46 RAILROAD AVENUE, DUXBURY, MA 02332CRD# 4751649Firm CRD# 152235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Coady Florek · DUXBURY, MA
Registration
CRD #4751649 · FLOREK FINANCIAL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

FLOREK FINANCIAL, LLC
Nov 2009 – present
RINET COMPANY, LLC
Feb 2004 – Dec 2009
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · February 2, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FLOREK FINANCIAL, LLC
CRD 152235 · SEC 801-110016
AUM
$412M
Regulatory assets under management
Employees
2
553 client accounts
Services offered by FLOREK FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FLOREK FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Robert Coady Florek offer?
Robert Coady Florek specializes in Financial Planning, Investment Management. Contact their office in DUXBURY, Massachusetts for a consultation.
What are Robert Coady Florek's credentials?
Robert Coady Florek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Coady Florek located?
Robert Coady Florek is based in DUXBURY, Massachusetts, working with FLOREK FINANCIAL, LLC. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does Robert Coady Florek charge for services?
Robert Coady Florek'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 FLOREK FINANCIAL, LLC?
FLOREK FINANCIAL, LLC has approximately 2 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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