Wealth Advisors Of Tampa Bay
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 162724
- SEC number
- 801-74575
- Firm type
- RIA
- Assets under management
- $456.8M as of Mar 6, 2026
- Website
- www.linkedin.com/IN/FENNGILESCFP ↗
- Phone
- 813-642-7730
- Address
- 777 South Harbour Island Boulevard, Tampa, FL, 33602
Advisors at this firm
4 in our index · page 1 of 1
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Ryan Douglas ChardCRD 5836156 · Tampa, FLIA RegisteredBroker
-
Robert Fenn GilesCRD 2472573 · Tampa, FLIA RegisteredBroker
-
Robert Fenn GilesCRD 4560739 · Tampa, FLIA RegisteredBroker
-
Kimberly Ann OliverCRD 3266756 · Tampa, FLIA RegisteredBroker
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 162724 ↗
FINRA BrokerCheck record for firm CRD 162724 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.