AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RJ

Robert W. Johnston

ANTONETTI CAPITAL MANAGEMENT
ST. PETERSBURG, FL 33701
Some features on this profile are disabled
CRD#: 844376
RJ

Professional summary

Robert Ward Johnston JR, who also goes by Rob Johnston, Robert W. Johnston, Robert Ward Johnston Jr Jr, is a registered financial advisor currently at ANTONETTI CAPITAL MANAGEMENT, LLC located in St. Petersburg, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Johnston | Robert W. Johnston | Robert Ward Johnston Jr Jr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ward Johnston JR's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 6, 2014 - Present

ANTONETTI CAPITAL MANAGEMENT, LLC

Office #1: 721 First Avenue North, St. Petersburg, FL 33701
RIA
CRD#: 156551
ST. PETERSBURG, FL
Past

April 13, 2009 - November 4, 2014

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
ST. PETERSBURG, FL
Past

October 4, 2005 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
ST. PETERSBURG, FL
Past

September 16, 2005 - November 4, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

February 11, 2000 - August 23, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ST.PETERSBUR, FL
Past

February 11, 2000 - August 23, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 26, 1978 - February 15, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 26, 1977 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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".
AC
ANTONETTI CAPITAL MANAGEMENT, LLC
ANTONETTI CAPITAL MANAGEMENT, LLC | PARK SHORE CAPITAL | KIENZLE WEALTH CONSULTING | EAGLEVUE CAPITAL

CRD#: 156551 / SEC#: 801-112669

RIA
Registered Investment Advisory firm - (3/26/2018 Approved)
Alabama
Registered Investment Advisory firm - (4/4/2018 Terminated)
Florida
Registered Investment Advisory firm - (4/4/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (4/5/2018 Terminated)
Michigan
Registered Investment Advisory firm - (4/9/2018 Terminated)
New York
Registered Investment Advisory firm - (4/4/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (4/4/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (4/16/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/4/2018 Terminated)

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
(11/12/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/23/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/4/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1977
General Securities Representative Examination

Current Firm

AC
ANTONETTI CAPITAL MANAGEMENT, LLC
ANTONETTI CAPITAL MANAGEMENT, LLC | PARK SHORE CAPITAL | KIENZLE WEALTH CONSULTING | EAGLEVUE CAPITAL

CRD#: 156551 / SEC#: 801-112669

RIA
Registered Investment Advisory firm - (3/26/2018 Approved)
Alabama
Registered Investment Advisory firm - (4/4/2018 Terminated)
Florida
Registered Investment Advisory firm - (4/4/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (4/5/2018 Terminated)
Michigan
Registered Investment Advisory firm - (4/9/2018 Terminated)
New York
Registered Investment Advisory firm - (4/4/2018 Terminated)
North Carolina
Registered Investment Advisory firm - (4/4/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (4/16/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/4/2018 Terminated)
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
3200 Bailey Lane Suite 155, Naples, FL 34105
Mailing Address
Phone number
(239) 403-0218
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM AMENDED FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts338
AUM (Assets Under Management)$ 121,363,885

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

ANTONETTI CAPITAL MANAGEMENT, LLC

CRD#: 156551St. Petersburg, FL 33701

TRUST BUT VERIFY

Monitor Robert Johnston

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
LG
Lee GorgasAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
IAR
RR
Tampa, FL
AC
Anita CepedaAdvisorCheck Check Mark
MORGAN STANLEY
RR
Tampa, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.