Robert M. Nejman
TRUIST ADVISORY SERVICES
ORLANDO, FL 32806
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CRD#: 4546531
Professional summary
Robert Misio Nejman, CFP®, who also goes by Robert Nejman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Nejman
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.
RNCC INVESTMENTS LLC POSITION: Manager NATURE: LLC SET UP FOR FUTURE CAPITAL INVESTMENTS IN A RV/BOAT STORAGE FACILITY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2018 ADDRESS: , ORLANDO FL , UNITED STATES DESCRIPTION: CAPITAL INVESTOR IN A RV/BOAT STORAGE FACILITY ROMENE PROPERTIES LLC POSITION: Agent NATURE: I am purchasing raw land for personal use under an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2019 ADDRESS: , Orlando FL , United States DESCRIPTION: Buying land for personal use under an LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Misio Nejman'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®
CFP®
Start date: 2018
Experience
Current
September 12, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 444 E Michigan St Fl 1, Orlando, FL 32806RIA
CRD#: 283390
ORLANDO, FL
Current
June 15, 2004 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 444 E Michigan St, Orlando, FL 32806Office #2: 13865 Narcoossee Rd, Orlando, FL 32832BD
CRD#: 17499
Orlando, FL
Past
November 19, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ORLANDO, FL
Past
May 29, 2003 - December 12, 2003
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
July 19, 2002 - May 23, 2003
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/27/2014)
RR
Alaska(1/26/2016)
RR
Arizona(6/2/2015)
RR
Arkansas(10/27/2015)
RR
California(1/17/2014)
RR
Colorado(1/26/2016)
RR
Connecticut(1/26/2016)
RR
Delaware(1/26/2016)
RR
District of Columbia(1/26/2016)
RR
Florida(6/15/2004)
IAR
Florida(9/12/2016)
RR
Georgia(10/22/2009)
RR
Hawaii(1/26/2016)
RR
Idaho(1/26/2016)
RR
Illinois(1/26/2016)
RR
Indiana(7/14/2015)
RR
Iowa(1/26/2016)
RR
Kansas(1/26/2016)
RR
Kentucky(1/26/2016)
RR
Louisiana(4/14/2015)
IAR
Louisiana(4/13/2017)
RR
Maine(1/26/2016)
RR
Maryland(4/2/2015)
RR
Massachusetts(1/11/2012)
RR
Michigan(1/14/2015)
RR
Minnesota(5/22/2014)
RR
Mississippi(4/2/2015)
RR
Missouri(7/9/2013)
RR
Montana(10/28/2015)
RR
Nebraska(1/26/2016)
RR
Nevada(1/26/2016)
RR
New Hampshire(7/13/2012)
RR
New Jersey(4/8/2011)
RR
New Mexico(1/26/2016)
RR
New York(6/1/2011)
RR
North Carolina(4/4/2012)
RR
North Dakota(1/26/2016)
RR
Ohio(2/18/2014)
RR
Oklahoma(1/26/2016)
RR
Oregon(10/16/2015)
RR
Pennsylvania(4/8/2015)
RR
Puerto Rico(4/30/2015)
RR
Rhode Island(1/26/2016)
IAR
Rhode Island(9/16/2020)
RR
South Carolina(12/10/2010)
RR
South Dakota(1/26/2016)
RR
Tennessee(6/14/2013)
RR
Texas(3/6/2015)
IAR
Texas(3/14/2017)
RR
Utah(1/26/2016)
RR
Vermont(1/26/2016)
RR
Virginia(6/17/2013)
RR
Washington(7/6/2015)
RR
West Virginia(1/26/2016)
RR
Wisconsin(1/26/2016)
RR
Wyoming(1/26/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
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.
