Robert
Nejman

Suntrust Advisory Services, Inc

CRD#4546531
Investment Advisor
in Orlando, FL
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About this Advisor

Robert Nejman is a certified financial planner located in Orlando, Florida. Currently an advisor with Suntrust Advisory Services, Inc, they have accrued 14 years of work experience. Nejman has Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Nejman is able to work with customers in Florida, Texas and Louisiana. Over the course of their career, they have held roles at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Orlando, Florida, and operates out of 1,572 additional locations in the United States. In aggregate, Suntrust Advisory Services, Inc manages $19 billion in assets throughout 41,105 accounts and employs more than 1,539 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 31,892 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

Yes

Office Location

9303 Jeff Fuqua Blvd Ste 2632
Orlando, FL 32827

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

FL Average: $3,570,121,308
Total Number of Employees

1,571

FL Average: 58
Total Number of Accounts

47,014

FL Average: 1,608
Average Account Size

$434,045

FL Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Robert Nejman Work History

Robert has 14 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2010 - Present (9 years)

Suntrust Investment Services, Inc

2004 - 2011 (7 years)

Suntrust Bank

2004 - 2010 (6 years)

Suntrust Investment Services, Inc

Disclosures

Robert Nejman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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