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Robert L Smallwood

BEARD INVESTMENT SERVICES, INC.·CANFIELD, Ohio
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3701 BOARDMAN - CANFIELD RD., CANFIELD, OH 44406CRD# 4838140Firm CRD# 106249
01

About

Robert L Smallwood is a registered financial advisor based in CANFIELD, Ohio, affiliated with BEARD INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEARD INVESTMENT SERVICES, INC.
BEARD INVESTMENT SERVICES, INC.
AUM
$455M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BEARD INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4838140
Firm CRD# 106249
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert L Smallwood offer?
Robert L Smallwood specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CANFIELD, Ohio for a consultation.
What are Robert L Smallwood's credentials?
Robert L Smallwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert L Smallwood located?
Robert L Smallwood is based in CANFIELD, Ohio, working with BEARD INVESTMENT SERVICES, INC.. Their office serves clients in the CANFIELD metropolitan area and surrounding communities.
How does Robert L Smallwood charge for services?
Robert L Smallwood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEARD INVESTMENT SERVICES, INC.?
BEARD INVESTMENT SERVICES, INC. has approximately 5 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CANFIELD
James Rafoth — BEARD INVESTMENT SERVICES, INC.Bradley Alan Walker — BEARD INVESTMENT SERVICES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
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