Robert Swikart, financial advisor Red Bank NJ

Robert Swikart

CRD Number: 1757617
Current Firm: Network 1 Financial Advisors Inc.

Robert Swikart (CRD# 1757617) is an Investment Advisor Representative working at Network 1 Financial Advisors Inc. in Red Bank, NJ and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Walsh Benefits Fair Haven, NJ Jan 2008 - Current 16
Network 1 Financial Securities, Inc. Red Bank, NJ Jan 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Robert T. Swikart
Phone Number: 732-758-9001
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $1,247,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, FL, GA, NC, NJ, NY, OR, PA, TX

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