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Robert Eugene Tucker

Robert Eugene Tucker

CFP®

Owner and Wealth Advisor·RESTON WEALTH MANAGEMENT

RESTON, VA

·CRD# 1610751·39 years experience

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...

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

250–500

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Financial Planning
Retirement Planning

Other Aliases

Bob Tucker, Robert Eugene Tucker Iii, Robert Eugene Tucker

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2002

Years of Experience

39 years in the financial services industry

Current & Past Employments

RESTON WEALTH MANAGEMENT·CRD# 148816

RIA

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

October 15, 2009 - Present

LPL FINANCIAL LLC·CRD# 6413

BD

Reston, VA

June 7, 1996 - January 6, 2017

FIRST PROVIDENCE FINANCIAL GROUP, LLC·CRD# 39469

BD

Port Washington, NY

March 15, 1996 - June 20, 1996

LPL FINANCIAL LLC·CRD# 6413

RIA

Reston, VA

October 3, 1995 - October 15, 2009

LPL FINANCIAL LLC·CRD# 6413

BD

Fort Mill, SC

June 23, 1995 - March 26, 1996

FORESTERS FINANCIAL SERVICES, INC.·CRD# 305

BD

Edison, NJ

February 13, 1987 - June 28, 1995

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Current Firm

RW

RESTON WEALTH MANAGEMENT

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

CRD#: 148816 / SEC#: 801-70555

RIA

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

Contact Information

Main Address

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

Phone Number

(703) 481-2280

# of Employees

8

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RWM FORM ADV PART 2A - DISCLOSURE BROCHURE (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,776

AUM (Assets Under Management)

$589,943,000

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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.

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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".

RW

RESTON WEALTH MANAGEMENT

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

CRD#: 148816 / SEC#: 801-70555

RIA

Registered Investment Advisory firm - SEC (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.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2017About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 1997About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Apr 1995About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1987About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Jan 2007About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Nov 1997About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 1990About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Services Offered by Robert

Financial Planning
Retirement Planning

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Robert Eugene Tucker

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