Robert Eugene Och

Financial advisor at Raymond James Financial Services Advisors, Inc · Medina, OH

Last updated 2026-10-10

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Robert Eugene Och is a financial advisor at Raymond James Financial Services Advisors, Inc in Medina, OH, CRD 2106927. Licenses and exams on the registration: Series 63. IAPD registration began 2005-04-04.

Registration

CRD number
2106927
Registration status
Active
IAPD registration
2005-04-04
Industry Experience
21 years
Work Experience
19 years
States registered
OH

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2007-05 to Present · Raymond James Financial Services · Akron, OH
  • 2009-01 to Present · Raymond James Financial Services Advisors, Inc · Medina, OH
  • 2011-01 to 2026-01 · Navancer Group · Medina, OH

Current employment

SEC IAPD record for Robert Eugene Och

Raymond James Financial Services Advisors, Inc

Regulatory AUM
$390,042,864,529
Registered advisors
6,739
Offices
4,986
Clients per advisor
75.4 (Moderate)
Average AUM per client
$767.1K (Low)
High-net-worth client ratio
18.0% (Moderate)

Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments

About

Robert Eugene Och is a Chartered Financial Consultant financial advisor at Raymond James Financial Services Advisors, Inc in Medina, OH. Reported securities licenses include Series 63. The latest record indicates 21 years of industry experience and 19 years of reported work history.

Raymond James Financial Services Advisors, Inc's firm-level Form ADV reports 6,739 advisors across 4,986 offices; approximately 75.4 clients per advisor, average assets per client of $767,138, and regulatory AUM of $390B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Raymond James Financial Services Advisors, Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

387 Medina Rd., Medina, OH 44256

1 advisor at this office.

Raymond James office in Medina, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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