Robert
Kwiatkowski

Folger Nolan Fleming Douglas Inc

CRD#2355831
Investment Advisor
in Washington, DC
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About this Advisor

Robert Kwiatkowski is a certified financial planner and chartered financial consultant based in Washington, D.C. Currently a registered advisor at Folger Nolan Fleming Douglas Inc, they have accumulated 17 years of professional experience as an investment advisor. Kwiatkowski holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Kwiatkowski is registered to serve investors based out of Washington, D.C., Maryland and Virginia. During their career, the advisor has held roles at Merrill Lynch and Folger Nolan Fleming Douglas Inc. Folger Nolan Fleming Douglas Inc is headquartered in Washington, D.C., and operates out of two other brick-and-mortar locations across the country. As a company, Folger Nolan Fleming Douglas Inc manages $916 million in assets dispersed across 563 client accounts and employs more than 40 people. The amount of assets the firm manages makes it one of the bigger investment advisory firms in the country. Currently 13% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Folger Nolan Fleming Douglas Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

725 15Th Street N.W.
Washington, DC 20005-2109

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Folger Nolan Fleming Douglas Inc Brokerage Details

Total Assets Under Management

$915,718,000

DC Average: $4,886,152,200
Total Number of Employees

40

DC Average: 60
Total Number of Accounts

563

DC Average: 205
Average Account Size

$1,626,497

DC Average: $23,834,889

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Robert Kwiatkowski Work History

Robert has 17 years of experience.

2009 - Present (10 years)

Folger Nolan Fleming Douglas Inc

2001 - 2009 (8 years)

Merrill Lynch

Disclosures

Robert Kwiatkowski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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