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Robert David Bray

Jaffe Tilchin Investment Partners, LLC

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About Robert David Bray

Robert David Bray is an active investment advisor representative with Jaffe Tilchin Investment Partners, LLC. Robert has been in the industry since 1984 and holds a Series 6, Series 62, Series 65 and SIE license. Robert has experience in financial planning, pension consulting and selection of other advisers. Robert has worked at a number of firms including, APW CAPITAL, INC. and J.W. COLE FINANCIAL, INC. Robert is a Chartered Financial Consultant.

Firm Information

Robert Bray is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Bray’s Registration & Firm History

FL

01/03/2008 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

04/14/2009 - 12/31/2019

APW CAPITAL, INC. (TAMPA FL)

FL

02/14/2005 - 04/17/2009

J.W. COLE FINANCIAL, INC. (TAMPA FL)

NJ

09/24/1984 - 02/15/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 01/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2009

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 09/19/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert David Bray. Review regulatory record here.
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