Robert SzymanskiCRD Number: 1022144
Current Firm: Horter Investment Management, LLC
Robert Szymanski (CRD# 1022144) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 35 years of experience in the finance industry. Robert Szymanski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Horter Investment Management, LLC||Cincinnati, OH||Dec 2014 - Current||2|
|E*trade Securities LLC||Alpharetta, GA||Jan 2014 - Nov 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Apr 2013 - Jan 2014||< 1|
|Patrick Capital Markets||St. Louis, MO||Aug 2011 - Apr 2013||1|
|Wadsworth Investment Co, Inc.||Perston, CT||Feb 2011 - Jun 2011||< 1|
|Unemployed||Suwanee, GA||Jun 2009 - Jan 2011||1|
|Cypress Capital Corporation||San Francisco, CA||Feb 2008 - May 2009||1|
|Perishing||Malvern, PA||Nov 2004 - Feb 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1981|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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