Robert K. Doyle
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 Kenneth Doyle, who also goes by Robert Doyle, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2003. Robert had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 18, 2005 - January 20, 2023
CI DOYLE PRIVATE WEALTH, LLC
June 4, 2003 - April 15, 2005
ARS WEALTH ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
CI DOYLE PRIVATE WEALTH, LLC
CRD#: 134503 / SEC#: 801-64034
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,534 |
| AUM (Assets Under Management) | $ 1,621,791,478 |
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.
Company Information
CI DOYLE PRIVATE WEALTH, LLC
President& Chief Investment OfficerCRD#: 134503TRUST BUT VERIFY
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