Robert J. Pitzer
Professional summary
Robert James Pitzer is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Crystal River, Florida and TRUIST INVESTMENT SERVICES, INC. located in Crystal River, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Robert has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert James Pitzer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1502 Se Highway 19, Crystal River, FL 34429January 6, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1502 Se Us Highway 19, Crystal River, FL 34429Office #2: 408 S Us Highway 41, Inverness, FL 34450Office #3: 4650 S Suncoast Blvd, Homosassa, FL 34446Office #4: 107 Bushnell Plz, Bushnell, FL 33513January 9, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
April 19, 2010 - January 3, 2012
BB&T INVESTMENT SERVICES, INC.
April 12, 2010 - January 3, 2012
BB&T INVESTMENT SERVICES, INC.
November 7, 2008 - April 27, 2010
SECURIAN FINANCIAL SERVICES, INC.
January 5, 2007 - November 5, 2008
SIGNATOR INVESTORS, INC.
November 13, 2006 - November 5, 2008
SIGNATOR INVESTORS, INC.
March 24, 2003 - September 22, 2006
PRINCIPAL SECURITIES, INC.
September 13, 2000 - September 22, 2006
PRINCIPAL SECURITIES, INC.
February 8, 2000 - August 10, 2000
PRUCO SECURITIES, LLC.
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.
Visual representation of state registrations
(6/22/2018)
(9/14/2023)
(2/26/2024)
(7/10/2025)
(1/6/2012)
(8/18/2016)
(8/30/2021)
(7/15/2025)
(4/27/2022)
(1/23/2022)
(7/10/2025)
(4/24/2019)
(3/11/2025)
(7/29/2020)
(11/30/2023)
(1/30/2019)
(6/25/2014)
(5/21/2021)
(7/10/2025)
(7/10/2025)
(5/23/2016)
(1/14/2016)
(2/5/2024)
(3/4/2024)
(3/6/2023)
(9/14/2023)
(9/4/2020)
Exams
FINRA
Current 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
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.
