Wealth Advisors of Tampa Bay, LLC is an independent, SEC-registered investment advisory firm headquartered on Harbour Island in Tampa, Florida. Led by Founder and President Robert Giles Jr. and Managing Partner Robert 'Fenn' Giles III, CFP®, CAIA, the family-founded practice serves retirees, pre-retirees, and multigenerational families across Hillsborough County with fiduciary portfolio management, retirement income distribution planning, and legacy wealth coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Wealth Advisors of Tampa Bay Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-74575; independent Registered Investment Adviser operating under a fiduciary standard on Harbour Island in Tampa, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: Advisory leadership includes Managing Partner Robert 'Fenn' Giles III, CFP®, CAIA, and Wealth Advisor Ryan Chard, CFP®, CRPC®.
Factual details and direct answers about Wealth Advisors of Tampa Bay, LLC's services, licensing, and credentials.
What is the SEC registration status of Wealth Advisors of Tampa Bay?
Wealth Advisors of Tampa Bay, LLC is registered as an independent Investment Adviser with the U.S. Securities and Exchange Commission under CRD #162724 and SEC File #801-74575.
What professional credentials do the advisors at Wealth Advisors of Tampa Bay hold?
The firm's advisory team includes professionals holding the Certified Financial Planner (CFP®), Chartered Alternative Investment Analyst (CAIA), and Chartered Retirement Planning Counselor (CRPC®) designations.
Where is Wealth Advisors of Tampa Bay located in Hillsborough County?
The firm's office is located at 777 South Harbour Island Boulevard, Suite 370, in Tampa, Florida 33602, convenient to downtown Tampa, Davis Islands, and South Tampa.
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