RI
Raymond E. Ifert
REI WEALTH MANAGEMENT
Tampa, FL
Some features on this profile are disabled
CRD#: 4362205
RI
Professional summary
Raymond Eugene Ifert is a registered financial advisor currently at REI WEALTH MANAGEMENT located in Tampa, Florida.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Raymond has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.) Name of business-TAMPA MUSEUM OF ART, Start date with Business BOTH 2002. Investment related-NO, Business address: 120 GASPARILLA PLAZA, TAMPA, FL 33602, Nature of business PUBLIC MUSEUM, Position held-Audit committee and capital campaign committee member, Hours worked per month 2-all during security trading hours. 2.) Name of business-Community Foundation of Tampa Bay-Council of Professional Advisors, Start date with Business-2021. Nature of business: Lunch meetings to discuss ideas on referrals to the Community Foundation. Investment related-NO, Hours worked- 2 hours every 4 months-all during security trading hours. 3.) Independent Insurance agent. 14624 Chatsworth Manor Circle, Tampa, FL 33626. 4 hours per month all during securities trading hours. 4.) Mr. Ifert may occasionally serve as an expert witness in an arbitration. He receives compensation for this endeavor which presently accounts for more than 10% of his income. 5.) Argent Institutional Trust Company, 1715 N. Westshore Blvd. Ste. 750 Tampa, FL 33607, Start date-8/26/19, Not investment-related, Nature of business-sell corporate trust, custodial and escrow services. Position held-Sales Consultant Business Development, 20 hours worked per month; 8 hours worked per month during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Eugene Ifert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 4, 2014 - Present
REI WEALTH MANAGEMENT
RIA
CRD#: 172220
Tampa, FL
Past
March 28, 2008 - April 3, 2014
BNY MELLON SECURITIES CORPORATION
RIA
CRD#: 231
TAMPA, FL
Past
March 26, 2008 - April 3, 2014
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
TAMPA, FL
Past
May 2, 2007 - September 6, 2007
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
TAMPA, FL
Past
May 1, 2007 - September 6, 2007
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MEMPHIS, TN
Past
April 24, 2006 - May 1, 2007
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
RIA
CRD#: 111757
MEMPHIS, TN
Past
April 6, 2006 - May 1, 2007
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
TAMPA, FL
Past
February 13, 2003 - March 14, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
TAMPA, FL
Past
March 20, 2001 - March 14, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
TAMPA, FL
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".
RW
REI WEALTH MANAGEMENT
REI WEALTH MANAGEMENT | REI WEALTH MANAGEMENT LLC
CRD#: 172220 / SEC#: 801-132863
RIA
Registered Investment Advisory firm - (5/28/2025 Approved)Florida
Registered Investment Advisory firm - (6/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/4/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
RW
REI WEALTH MANAGEMENT
REI WEALTH MANAGEMENT | REI WEALTH MANAGEMENT LLC
CRD#: 172220 / SEC#: 801-132863
RIA
Registered Investment Advisory firm - (5/28/2025 Approved)Florida
Registered Investment Advisory firm - (6/11/2015 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Tampa, FL
Mailing Address
Phone number
(813) 335-1757
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 163,031,088 |
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.
