Areas of Practice
Investment ManagementReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,070 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$18.3B

Fee Structure

Financial Planning:Investment management only
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Location

101 E. Kennedy Blvd, Suite 1490, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bobby is a Senior Vice President and Director of Institutional Strategy at Boyd Watterson Asset Management, LLC, where he promotes and markets fixed income and private real estate products. This activity takes nearly full-time hours.

Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Quasar Distributors, LLCBroker
August 2024 - October 2024 · 2 mos
Capfinancial Securities, LLC.Broker
August 2017 - February 2018 · 6 mos
Captrust
July 2017 - February 2018 · 7 mos
Captrust Advisors, LLC
June 2013 - December 2017 · 4 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
August 2012 - June 2017 · 4 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2012 - June 2017 · 4 yrs 11 mos
Morgan Stanley & CO. Incorporated
September 2008 - February 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - February 2009 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.