Robert P. Horwitz

THOMPSON ADVISORY SERVICES

Portland, OR 97202

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CRD#: 7765887

Professional summary

Robert Philip Horwitz is a registered financial advisor currently at THOMPSON ADVISORY SERVICES, LLC located in Portland, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Philip Horwitz'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®

None

Experience

Current

January 6, 2025 - Present

THOMPSON ADVISORY SERVICES, LLC

Office #1: 3339 Se Division Street Suite B, Portland, OR 97202

RIA

CRD#: 149344

Portland, OR

Past

January 12, 2024 - December 20, 2024

CHILDFREE WEALTH

RIA

CRD#: 316489

Portland, OR

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

Oregon
(1/6/2025)

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: 1/11/2024

Uniform Investment Adviser Law Examination

Current Firm

THOMPSON ADVISORY SERVICES, LLC

CRD#: 149344 / SEC#:

California

Registered Investment Advisory firm - (5/15/2009 Approved)

Oregon

Registered Investment Advisory firm - (7/30/2009 Approved)

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Contact information

Main Address

3339 Se Division Street Suite B, Portland, OR 97202

Mailing Address

Phone number

(503) 234-0721

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 P. Horwitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THOMPSON ADVISORY SERVICES, LLC

CHILDFREE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2024

Current Firm

THOMPSON ADVISORY SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

THOMPSON ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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