Robert Wilgos

SUMMIT FINANCIAL ADVISORS

Doylestown, PA 18901

Some features on this profile are disabled

CRD#: 4901368

Professional summary

Robert Wilgos, CFP® is a registered financial advisor currently at SUMMIT FINANCIAL ADVISORS, LLC located in Doylestown, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

OTHER BUSINESS LAUREL FINANCIAL CONSULTANTS, LLC 399 LAUREL OAKS DRIVE LANGHORNE, PA 19047 DETAILS OF OTHER BUSINESS - NON INVESTMENT RELATED BUSINESS CONSULTING TO DEALERS IN THE SECURITY ALARM INDUSTRY. - PRESIDENT OF FIRM - STARTED IN APRIL, 2004 - APPROXIMATELY 80 HOURS/MONTH ON CONSULTING - APPROXIMATELY 4 HOURS/BUSINESS DAY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wilgos's 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: 1995

Experience

Current

July 29, 2009 - Present

SUMMIT FINANCIAL ADVISORS, LLC

Office #1: 196 West Ashland Street, Doylestown, PA 18901

RIA

CRD#: 150187

Doylestown, PA

Past

March 1, 2005 - August 6, 2009

LAUREL FINANCIAL CONSULTANTS, LLC

RIA

CRD#: 133921

LANGHORNE, PA

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

New Jersey
(4/18/2011)

IAR

Pennsylvania
(7/29/2009)

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

Current Firm

SUMMIT FINANCIAL ADVISORS, LLC

CRD#: 150187 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/19/2011 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/29/2009 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

196 West Ashland Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 579-1005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert Wilgos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SUMMIT FINANCIAL ADVISORS, LLC

LAUREL FINANCIAL CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

SUMMIT FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SUMMIT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors