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Robert Thomas Rickey

STRAIGHTLINE GROUP, LLC·TROY, Michigan
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record3 years registeredSTRAIGHTLINE GROUP, LLC
165 KIRTS BLVD., TROY, MI 48084-5200CRD# 2224334Firm CRD# 127401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Thomas Rickey · TROY, MI
Registration
CRD #2224334 · STRAIGHTLINE GROUP, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

STRAIGHTLINE
Jul 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · July 14, 2023
Years registered · 3
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRAIGHTLINE GROUP, LLC
CRD 127401 · SEC 801-63408
AUM
$1.1B
Regulatory assets under management
Employees
10
5,644 client accounts
Services offered by STRAIGHTLINE GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STRAIGHTLINE GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert Thomas Rickey offer?
Robert Thomas Rickey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are Robert Thomas Rickey's credentials?
Robert Thomas Rickey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Thomas Rickey located?
Robert Thomas Rickey is based in TROY, Michigan, working with STRAIGHTLINE GROUP, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Robert Thomas Rickey charge for services?
Robert Thomas Rickey's firm is compensated through percentage of aum, subscription fees, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRAIGHTLINE GROUP, LLC?
STRAIGHTLINE GROUP, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRAIGHTLINE GROUP, LLC

Steven Fisher Mosshart
TROY, MI
Michael Fred Bisaro
TROY, MI
Bethany Winterbottom Mosshart
TROY, MI
Doris Catherine Karras
TROY, MI

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