Robert T. Dowd

BULLOGIC WEALTH MANAGEMENT

Folsom, PA

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CRD#: 6939330

Professional summary

Robert Thomas Dowd Jr., CFP®, who also goes by Robert Thomas Dowd, is a registered financial advisor currently at BULLOGIC WEALTH MANAGEMENT located in Folsom, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Thomas Dowd

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) - RIA

Click below to view Robert Thomas Dowd Jr.'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: 2018

Experience

Current

June 29, 2023 - Present

BULLOGIC WEALTH MANAGEMENT

RIA

CRD#: 298318

Folsom, PA

Past

May 6, 2021 - October 30, 2023

TGS FINANCIAL ADVISORS

RIA

CRD#: 107289

RADNOR, PA

Past

January 24, 2019 - July 8, 2021

HOOVER FINANCIAL ADVISORS, INC.

RIA

CRD#: 133979

MALVERN, 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

Louisiana
(6/29/2023)

IAR

Pennsylvania
(6/29/2023)

IAR

Texas
(6/29/2023)

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

BULLOGIC WEALTH MANAGEMENT

BULLOGIC WEALTH MANAGEMENT | BULLOGIC WEALTH MANAGEMENT LLC

CRD#: 298318 / SEC#:

Louisiana

Registered Investment Advisory firm - (12/5/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/6/2021 Approved)

Texas

Registered Investment Advisory firm - (9/28/2018 Approved)

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Contact information

Main Address

Pearland, TX

Mailing Address

Phone number

(832) 543-8890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 14,174,002

Red Flags

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

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Robert T. Dowd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Dowd Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BULLOGIC WEALTH MANAGEMENT

TGS FINANCIAL ADVISORS

HOOVER FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

BULLOGIC WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BULLOGIC WEALTH MANAGEMENT

TRUST BUT VERIFY

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