Unclaimed Profile

Robert Joseph Herman

LOGIX INVESTMENTS LLC·CLEVELAND, Ohio

Series 7, Series 63, Series 66Clean record22 years registeredLOGIX INVESTMENTS LLC

1801 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 3132466Firm CRD# 288382

Profile Verification

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

Identity

Robert Joseph Herman · CLEVELAND, OH

Registration

CRD #3132466 · LOGIX INVESTMENTS LLC · 22 years registered

Brand Profile

Not yet started

Career History

ARAX ADVISORY PARTNERS

May 2026 – present

BULL HARBOR CAPITAL LLC.

Jul 2024 – present

LOGIX INVESTMENTS LLC

Jul 2024 – Apr 2026

CLEVELAND, OH

GFP PRIVATE WEALTH

Nov 2009 – Apr 2026

CINCINNATI, OH

LOGIX INVESTMENT MANAGEMENT

Feb 2004 – Sep 2006

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 12, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOGIX INVESTMENTS LLC

CRD 288382 · SEC 801-110490

AUM

$119M

Regulatory assets under management

Employees

165 client accounts

Services offered by LOGIX INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LOGIX INVESTMENTS LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Joseph Herman offer?

Robert Joseph Herman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLEVELAND, Ohio for a consultation.

What are Robert Joseph Herman's credentials?

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

Where is Robert Joseph Herman located?

Robert Joseph Herman is based in CLEVELAND, Ohio, working with LOGIX INVESTMENTS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Robert Joseph Herman charge for services?

Robert Joseph Herman'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 LOGIX INVESTMENTS LLC?

LOGIX INVESTMENTS LLC has approximately 7 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →