Robert K. Klare
Professional summary
Robert Kevin Klare, who also goes by Kevin Klare, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Sarasota, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 56 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kevin Klare's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1777 Main Street 7th Floor - Md, Sarasota, FL 34236January 17, 2014 - May 12, 2014
WADDELL & REED
December 18, 2013 - May 12, 2014
WADDELL & REED
June 26, 2012 - December 21, 2012
LEGEND TRADING, LLC
August 23, 2001 - March 27, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2016)
Exams
Series 56
Date: 6/25/2012
Proprietary Trader Qualification ExaminationCurrent Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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