Coquina Private Wealth Advisors
46yrs
Top advisor by experience in Port Charlotte
2yrs
Robert Smith
Full name on record: Robert JS Smith
Financial advisor at Thrivent Investment Management
Based in Port Charlotte, Florida, Robert Smith is a fiduciary financial advisor with 2 years of industry experience. Robert has been with Thrivent Investment Management since 2024. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 66 advisors with offices in Port Charlotte, and one of 61 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1777 Tamiami Trail, Port Charlotte, FL 33948
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowThrivent Investment Management Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Thrivent Investment Management at 800-847-4836 and ask for Robert Smith. Robert works from the Port Charlotte, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Robert hold?
Series 66. 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?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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