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Robert Coady Florek

FLOREK FINANCIAL, LLC·DUXBURY, Massachusetts
Unclaimed Profile
46 RAILROAD AVENUE, DUXBURY, MA 02332CRD# 4751649Firm CRD# 152235
01

About

Robert Coady Florek is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with FLOREK FINANCIAL, 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
FLOREK FINANCIAL, LLC
FLOREK FINANCIAL, LLC
AUM
$412M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FLOREK FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4751649
Firm CRD# 152235
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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