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LET BOB ADVISORY, LLC

· CRD 321854 · IAPD ↗ · letbobtrade.com · 2052184597

$28,974Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — LET BOB ADVISORY, LLC shrank from 6 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — LET BOB ADVISORY, LLC notice-filed in FL, GA, KY, LA, MD, MS, NJ, OH, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — LET BOB ADVISORY, LLC grew from 1 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.