Robert J. Speece

TRUMBOWER FINANCIAL ADVISORS LLC

Bethesda, MD 20814-5330

Some features on this profile are disabled

CRD#: 7185598

Professional summary

Robert Jonathan Speece, CFP®, who also goes by Rob Speece, Robbie Speece, is a registered financial advisor currently at TRUMBOWER FINANCIAL ADVISORS LLC located in Bethesda, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Speece | Robbie Speece

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 Jonathan Speece'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: 2013

Experience

Current

November 21, 2019 - Present

TRUMBOWER FINANCIAL ADVISORS LLC

Office #1: 3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330

RIA

CRD#: 107495

Bethesda, MD

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".

TRUMBOWER FINANCIAL ADVISORS LLC

CRD#: 107495 / SEC#: 801-51817

RIA

Registered Investment Advisory firm - (5/1/1996 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

Maryland
(11/21/2019)

IAR

Texas
(11/21/2019)

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

TRUMBOWER FINANCIAL ADVISORS LLC

CRD#: 107495 / SEC#: 801-51817

RIA

Registered Investment Advisory firm - (5/1/1996 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

3 Bethesda Metro Center Ste 340, Bethesda, MD 20814-5330

Mailing Address

Phone number

(301) 215-8340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUMBOWER FINANCIAL ADVISORS, LLC (3/13/2025)

Regulatory assets under management

Total Number of Accounts	951
AUM (Assets Under Management)	$ 1,831,276,498

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

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert J. Speece

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRUMBOWER FINANCIAL ADVISORS LLC

Primary Firm SEC Registration

TRUMBOWER FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

TRUMBOWER FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUMBOWER FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors