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 who works in Washington, District Of Columbia with a total of 14 years of industry experience. Kwiatkowski currently works for Folger Nolan Fleming Douglas Inc. They have been employed by Folger Nolan Fleming Douglas Inc for all of their career. Kwiatkowski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia, Maryland and Virginia. Folger Nolan Fleming Douglas Inc is a company based out of Washington, DC. The firm has offices in two locations and a total of 54 people on staff. It manages $972 million in total assets among its 688 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to 19 charities and foundations. Of its 688 client accounts, just 14% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services are provided. However, fee types charged by Folger Nolan Fleming Douglas Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets

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

$972,056,472

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

54

DC Average: 60
Total Number of Accounts

688

DC Average: 205
Average Account Size

$1,412,873

DC Average: $23,834,889

Investment Advisory Services

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

Robert Kwiatkowski Work History

Robert has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Folger Nolan Fleming Douglas Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Kwiatkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Folger Nolan Fleming Douglas Inc

Ashley Wetzel
Washington, DC
Kevin Flaherty
Cambridge, MD
Nicholas Folger
Washington, DC
William Fryer
Cambridge, MD
Robert Kwiatkowski
Washington, DC
W Booth
Washington, DC
Andrew Mcgregor
Washington, DC
Joseph Urban
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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