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Robert Lovell Brainard

Reef Advisors LLC

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About Robert Lovell Brainard

Robert Lovell Brainard is an investment advisor representative at Reef Advisors LLC. He is a Registered Investment Advisor (RIA) in Florida. Robert has been in the industry for over 20 years and has held various positions at firms such as Source Capital Group, Inc., Spelman & Co., Inc., Girard Securities, Inc., Dean Witter Reynolds Inc., MKI Securities Corp., and Sentra Securities Corporation. Robert holds Series 7, 24, and 63 securities licenses and a Series 65 investment advisor license.

Firm Information

Robert Brainard is currently registered with Reef Advisors LLC. Reef Advisors LLC is an investment advisor based in . The firm provides portfolio management for individuals and has approximately $33,174,493 in regulatory assets under management. They serve a variety of clients, including high-net-worth individuals and other investment advisors. The firm has 1 investment advisor representative and 43 total accounts.

$33.17M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Robert Brainard’s Registration & Firm History

FL

08/16/2019 - Present

Reef Advisors LLC (KEY LARGO FL)

CT

10/31/2002 - 05/15/2003

SOURCE CAPITAL GROUP, INC. (WESTPORT CT)

AZ

02/11/1995 - 10/24/2000

SPELMAN & CO., INC. (PHOENIX AZ)

CA

03/09/1996 - 04/19/1996

GIRARD SECURITIES, INC. (SAN DIEGO CA)

NY

01/01/1994 - 01/26/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

07/07/1993 - 12/07/1993

MKI SECURITIES CORP. (NEW YORK NY)

AZ

08/27/1992 - 12/14/1992

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 10/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/1997

Series 24 - General Securities Principal Examination

BC

Issued 08/25/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lovell Brainard.
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