Robert P. Kreitler

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CRD#: 1402831

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Philip Kreitler, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 4 firms and has passed the Series 63, SIE, Series 42, Series 52, Series 62, Series 22, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Backyard BeeKeepers; non-investment related; nature of business-BeeKeeping; Board Member for 26 years; 3 hours per month, 0 during trading hours; duties include Member of the Board.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

July 1, 2020 - January 29, 2025

KREITLER FINANCIAL LLC

RIA

CRD#: 309056

NEW HAVEN, CT

Past

January 2, 2009 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

NEW HAVEN, CT

Past

March 4, 1998 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

NEW HAVEN, CT

Past

August 12, 1997 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW HAVEN, CT

Past

August 30, 1985 - August 15, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA

Registered Investment Advisory firm - (6/9/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/24/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 42

Date: 8/8/1997

Registered Options Representative Examination

General Industry/Product Exam

Series 52

Date: 8/5/1997

Municipal Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 9/6/1988

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 9/10/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/9/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/25/1995

General Securities Principal Examination

Current Firm

KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA

Registered Investment Advisory firm - (6/9/2020 Approved)

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Contact information

Main Address

265 Church Street Suite 501, New Haven, CT 06510

Mailing Address

Phone number

(203) 867-4396

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	917
AUM (Assets Under Management)	$ 514,912,522

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert P. Kreitler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

KREITLER FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1985

SIE

Date: 10/1/2018

Series 42

Date: 8/8/1997

Series 52

Date: 8/5/1997

Series 62

Date: 9/6/1988

Series 22

Date: 9/10/1985

Series 6

Date: 8/29/1985

Series 51

Date: 4/9/2003

Series 24

Date: 4/25/1995

Current Firm

KREITLER FINANCIAL LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KREITLER FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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