Unclaimed Profile

Robert Bruce Schwerin

SCHWERIN BOYLE CAPITAL MANAGEMENT INC·SPRINGFIELD, Massachusetts

Series 1, Series 3, Series 63, Series 6532 years registeredSCHWERIN BOYLE CAPITAL MANAGEMENT INC

ONE MONARCH PLACE, SUITE 700, SPRINGFIELD, MA 01144-0700CRD# 416690Firm CRD# 105004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Bruce Schwerin · SPRINGFIELD, MA

Registration

CRD #416690 · SCHWERIN BOYLE CAPITAL MANAGEMENT INC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCHWERIN BOYLE CAPITAL MANAGEMENT INC

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

Apr 1994 – Jan 2015

SPRINGFIELD, MA

Registrations & Exams

FINRA examinations passed

Series 1

Series 3

Series 63

Series 65

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

1994Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CRD 105004 · SEC 801-35156

AUM

$1.1B

Regulatory assets under management

Employees

184 client accounts

Services offered by SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SCHWERIN BOYLE CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Robert Bruce Schwerin offer?

Robert Bruce Schwerin specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert Bruce Schwerin's credentials?

Robert Bruce Schwerin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bruce Schwerin located?

Robert Bruce Schwerin is based in SPRINGFIELD, Massachusetts, last registered with SCHWERIN BOYLE CAPITAL MANAGEMENT INC.

How does Robert Bruce Schwerin charge for services?

Robert Bruce Schwerin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHWERIN BOYLE CAPITAL MANAGEMENT INC?

SCHWERIN BOYLE CAPITAL MANAGEMENT INC has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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