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Robert Andrew Slowik

Robert A. Slowik

CRD#: 1580717
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Robert Andrew Slowik
Robert Andrew Slowik

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Andrew Slowik, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1986. Robert had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1988

Experience

Past

October 10, 2019 - December 16, 2025

ARCHER INVESTMENT CORPORATION

RIA
CRD#: 136403
Yardley, PA
Past

January 3, 2014 - October 18, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
YARDLEY, PA
Past

September 13, 2006 - December 31, 2013

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
YARDLEY, PA
Past

November 15, 2002 - August 23, 2006

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
YARDLEY, PA
Past

November 12, 1986 - November 15, 2002

BRYN MAWR SECURITIES INC.

BD
CRD#: 17953
KING OF PRUSSIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/1986
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
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Contact information

Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts5,640
AUM (Assets Under Management)$ 900,511,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARCHER INVESTMENT CORPORATION

CRD#: 136403

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