Robert Szymanski, financial advisor Cincinnati OH
96 score

Robert Szymanski

CRD 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 34 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert E. Szymanski
Phone Number: 513-984-9933
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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