Robert
Rickey
Straightline
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About this Advisor
Robert Rickey is a financial advisor based in Troy, Michigan, working with Straightline. Robert has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Straightline Group LLC, and Trunor Consulting & Coaching Services. Robert has passed the Series 63 regulatory exam and is registered to provide services in Michigan and New York. Currently, Robert is part of Straightline, which operates out of Troy, Michigan. The firm has 3 offices and 9 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Straightline includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Straightline Brokerage Details
$1,121,194,253
9
5,644
$198,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Robert Rickey Work History
Trunor Consulting & Coaching Services
Straightline Group LLC
Straightline Group LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Robert Rickey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Straightline
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Findlay, OH
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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