Robert E. Tucker

RESTON WEALTH MANAGEMENT | Owner and Wealth Advisor

Reston, VA 20190-5039

Some features on this profile are disabled

CRD#: 1610751

Professional summary

Robert Eugene Tucker, CFP®, who also goes by Bob Tucker, Robert Eugene Tucker III, Robert Eugene Tucker, is a registered financial advisor currently at RESTON WEALTH MANAGEMENT located in Reston, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

Question & Answer

What are your service offerings?

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

750K

Are you a "fiduciary"?

Yes

Aliases

Bob Tucker | Robert Eugene Tucker Iii | Robert Eugene Tucker

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.

1. 01/2017 - RESTON WEALTH MANAGEMENT, LLC - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Will use for term insurance, long-term care insurance, health and disability insurance - 5% TIME SPENT. 2. 11/11/2011 - NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - I own my own office condo that my business is located in - 1% TIME SPENT. 3. 05/29/2013 - T4 HIM, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - ENTITY TO HOLD OWNERSHIP INTEREST IN SWEETFROG FRANCHISE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Eugene Tucker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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: 2002

Experience

Current

October 15, 2009 - Present

RESTON WEALTH MANAGEMENT

Office #1: 1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039

RIA

CRD#: 148816

Reston, VA

Past

June 7, 1996 - January 6, 2017

LPL FINANCIAL LLC

CRD#: 6413

RESTON, VA

Past

March 15, 1996 - June 20, 1996

FIRST PROVIDENCE FINANCIAL GROUP, LLC

CRD#: 39469

PORT WASHINGTON, NY

Past

October 3, 1995 - October 15, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

RESTON, VA

Past

June 23, 1995 - March 26, 1996

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 13, 1987 - June 28, 1995

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/28/2012)

IAR

Virginia
(10/15/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/10/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/27/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/9/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 1/23/2007

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/28/1997

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 4/24/1990

Investment Company Products/Variable Contracts Principal Examination

Current Firm

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT | TUCKER, ROBERT EUGENE | RESTON WEALTH MANAGEMENT, LLC.

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - (9/10/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039

Mailing Address

Phone number

(703) 481-2280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWM FORM ADV PART 2 - DISCLOSURE BROCHURE MARCH 2024 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	473
AUM (Assets Under Management)	$ 477,096,308

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert E. Tucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Eugene Tucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

FIRST PROVIDENCE FINANCIAL GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RESTON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/1995

Series 63

Date: 1/27/1987

SIE

Date: 1/6/2017

Series 31

Date: 9/10/1997

Series 7

Date: 4/27/1995

Series 6

Date: 1/9/1987

Series 51

Date: 1/23/2007

Series 24

Date: 11/28/1997

Series 26

Date: 4/24/1990

Current Firm

RESTON WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESTON WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

Similar Advisors