Robert KwiatkowskiCRD Number: 2355831
Current Firm: Folger Nolan Fleming Douglas Incorporated
Robert Kwiatkowski (CRD# 2355831) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 21 years of experience in the finance industry. Robert Kwiatkowski 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Folger Nolan Fleming Douglas Inc.||Washington, DC||Feb 2009 - Current||9|
|Merrill Lynch||Alexandria, VA||Mar 2001 - Feb 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Total Assets Under Management194MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$504,881
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, DE, GA, MD, NC, VA
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