Capitol Securities Management
47yrs
Top advisor by experience in Tampa
40yrs
Robert Bray
Full name on record: Robert David Bray
Financial advisor at Jaffe Tilchin Investment Partners
Robert Bray has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Tampa, Florida. Robert has been with Jaffe Tilchin Investment Partners since 2008; before that, Robert spent four years at J. W. Cole Advisors and 19 years at Pruco Securities. Robert holds the ChFC designation.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Tampa
Office15350 N. Florida Ave., Tampa, FL 33613
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1 million
Advisors at the firm37
States licensed ?1 state
Services through Jaffe Tilchin Investment Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2008 – nowJaffe Tilchin Investment Partners, LLCCurrent firm
- 2005 – 2008J. W. Cole Advisors, Inc.Previously
- 1986 – 2005Pruco Securities, LLC.Previously
Contact Robert
Local office(813) 960-5293Ask for Robert. (813) 963-2500Main office 15350 N. Florida Ave.Tampa, FL 33613Office · Get directions Firm websiteHTTP://WWW.JAFFETILCHIN.COM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (813) 960-5293 or the Jaffe Tilchin Investment Partners main office at (813) 963-2500, and ask for Robert Bray.
How long has Robert been a financial advisor?
Robert has been in the industry since 1986, about 40 years. Top 3% by experience in Tampa.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Jaffe Tilchin Investment Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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