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Robert Hunter Padgett

Robert H. Padgett

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CRD#: 6245731
Robert Hunter Padgett

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Hunter Padgett, CFP®, who also goes by Hunter Padgett, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2014. Robert had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hunter Padgett

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.
BAYSHORE ASSOCIATES; PRINCIPAL; In addition to investment management and financial planning, I am also an accepted Financial Expert Witness by the 16th Judicial Circuit, Monroe County, FL.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

September 24, 2014 - November 2, 2015

ISLAMORADA INVESTMENT MANAGEMENT, LLP

RIA
CRD#: 146930
Tavernier, FL
Past

January 7, 2014 - December 31, 2022

BAYSHORE ASSOCIATES

RIA
CRD#: 168766
TAVERNIER, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


II
ISLAMORADA INVESTMENT MANAGEMENT, LLP
20 RIA | ISLAMORADA INVESTMENT MANAGEMENT, LLP | ISLAMORADA INVESTMENT MANAGEMENT

CRD#: 146930 / SEC#:

California
Registered Investment Advisory firm - (3/31/2025 Termination Requested)
Florida
Registered Investment Advisory firm - (3/31/2025 Terminated)
Illinois
Registered Investment Advisory firm - (4/21/2025 Terminated)
North Carolina
Registered Investment Advisory firm - (4/1/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - (4/1/2025 Terminated)
Texas
Registered Investment Advisory firm - (3/31/2025 Terminated)
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Contact information


Main Address
Islamorada, FL
Mailing Address
P.o. Box 1133, Islamorada, FL 33036
Phone number
(305) 522-1333
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts236
AUM (Assets Under Management)$ 60,853,298

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.

Company Information


ISLAMORADA INVESTMENT MANAGEMENT, LLP

CRD#: 146930

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