Unclaimed Profile

Robert Michael Bard

THE PLANNING PROJECT LLC·THE WOODLANDS, Texas

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record21 years registeredTHE PLANNING PROJECT LLC

4526 RESEARCH FOREST DR., THE WOODLANDS, TX 77381CRD# 2926578Firm CRD# 297658

Profile Verification

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

Identity

Robert Michael Bard · THE WOODLANDS, TX

Registration

CRD #2926578 · THE PLANNING PROJECT LLC · 21 years registered

Brand Profile

Not yet started

Career History

THE SUM

Jan 2022 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Jan 2022

BOSTON, MA

STRATEGIC ADVISERS LLC

Oct 2004 – Jul 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · October 21, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNING PROJECT LLC

CRD 297658 · SEC 801-122376

AUM

$306M

Regulatory assets under management

Employees

619 client accounts

Services offered by THE PLANNING PROJECT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Robert Michael Bard offer?

Robert Michael Bard specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Robert Michael Bard's credentials?

Robert Michael Bard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Michael Bard located?

Robert Michael Bard is based in THE WOODLANDS, Texas, working with THE PLANNING PROJECT LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Robert Michael Bard charge for services?

Robert Michael Bard's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNING PROJECT LLC?

THE PLANNING PROJECT LLC has approximately 8 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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