Robert Swindaman, financial advisor Columbus OH
93 score

Robert Swindaman

CRD Number: 5588498
Current Firm: Gerber, LLC

Robert Swindaman (CRD# 5588498) is an Investment Advisor Representative working at Gerber, LLC in Columbus, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
N/a Columbus, OH Jan 2013 - Current 3
Raymond James Financial Services Columbus, OH Jun 2011 - Current 5
Gerber LLC Columbus, OH Jun 2011 - Current 5
Dawson Resources / Bmw Hilliard, OH Jan 2011 - Jun 2011 < 1
Franklin University Columbus, OH Jun 2010 - Jan 2011 < 1
Solutions Staffing Columbus, OH Jun 2010 - Jun 2010 < 1
Jpmorgan Chase Bank Na Sunbury, OH Apr 2009 - Apr 2010 1
Chase Investment Services Corp Sunbury, OH Apr 2009 - Apr 2010 1
Merrill Lynch Columbus, OH Aug 2008 - Jan 2009 < 1
Advanced Pension Solution Blacklick, OH Feb 2007 - Aug 2008 1
The Ohio State University Columbus, OH Sep 2004 - Mar 2008 3
Brennen's Cafe Columbus, OH Sep 2007 - Dec 2007 < 1
Winding Hollow New Albany, OH May 2007 - Aug 2007 < 1
Heatherdowns Cc Toledo, OH Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Robert J. Swindaman
Phone Number: 614-431-4343
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $422,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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