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Raymond Eugene Ifert

REI WEALTH MANAGEMENT
TAMPA, FL
·CRD# 4362205·25 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

Current

REI WEALTH MANAGEMENTCurrent·CRD# 172220
RIA
Tampa, FL
November 4, 2014 - Present

Past

BNY MELLON SECURITIES CORPORATIONPast·CRD# 231
RIA
Tampa, FL
March 28, 2008 - April 3, 2014
BNY MELLON SECURITIES CORPORATIONPast·CRD# 231
BD
Tampa, FL
March 26, 2008 - April 3, 2014
MORGAN KEEGAN & COMPANY, LLCPast·CRD# 4161
RIA
Tampa, FL
May 2, 2007 - September 6, 2007
MORGAN KEEGAN & COMPANY, LLCPast·CRD# 4161
BD
Memphis, TN
May 1, 2007 - September 6, 2007
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCPast·CRD# 111757
RIA
Memphis, TN
April 24, 2006 - May 1, 2007
AMSOUTH INVESTMENT SERVICES, INC.Past·CRD# 15692
BD
Tampa, FL
April 6, 2006 - May 1, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.Past·CRD# 16361
RIA
Tampa, FL
February 13, 2003 - March 14, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.Past·CRD# 16361
BD
Tampa, FL
March 20, 2001 - March 14, 2006

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Current Firm

RW
REI WEALTH MANAGEMENT

REI WEALTH MANAGEMENT | REI WEALTH MANAGEMENT LLC

CRD#: 172220 / SEC#: 801-132863
RIA
Registered Investment Advisory firm - SEC (5/28/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (6/11/2015 Approved)

Contact Information

Main Address

Tampa, FL

Phone Number

(813) 335-1757

# of Employees

2

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REI WEALTH MANAGEMENT LLC -- FORM ADV PART 2 (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

60

AUM (Assets Under Management)

$196,823,666

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (5/28/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (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.
IAR
Florida
(11/4/2014)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2001About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2001About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Aug 2003About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed May 2001About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Raymond Eugene Ifert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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