Unclaimed Profile

Robert Hubbard Trowbridge

DOMINION WEALTH MANAGEMENT, INC.·RESTON, Virginia

SIE, Series 6, Series 7, Series 63, Series 65ChFC29 years registeredDOMINION WEALTH MANAGEMENT, INC.

1801 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 1027815Firm CRD# 136553

Profile Verification

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

Identity

Robert Hubbard Trowbridge · RESTON, VA

Registration

CRD #1027815 · DOMINION WEALTH MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

COPPELL ADVISORY SOLUTIONS LLC

Dec 2020 – present

ELITE INVESTMENT TEAM LLC

Nov 2018 – Jan 2021

Reston, VA

INDEPENDENT FINANCIAL GROUP, LLC

Aug 2010 – Sep 2010

RESTON, VA

DOMINION WEALTH MANAGEMENT, INC.

Aug 2008 – Mar 2018

RESTON, VA

LEGACY ADVISORS, LLC

Jun 2003 – Sep 2005

MCLEAN, VA

FINANCIAL STRATEGIES GROUP, INC.

Feb 1997 – Jun 2003

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 1997

Years registered · 29

Professional designation · ChFC

Disclosure History

2014Customer Dispute·Denied

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

DOMINION WEALTH MANAGEMENT, INC.

CRD 136553 · SEC 801-78182

AUM

$56M

Regulatory assets under management

Employees

544 client accounts

Services offered by DOMINION WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOMINION WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Hubbard Trowbridge offer?

Robert Hubbard Trowbridge specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Robert Hubbard Trowbridge's credentials?

Robert Hubbard Trowbridge holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Hubbard Trowbridge located?

Robert Hubbard Trowbridge is based in RESTON, Virginia, working with DOMINION WEALTH MANAGEMENT, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Robert Hubbard Trowbridge charge for services?

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

How large is DOMINION WEALTH MANAGEMENT, INC.?

DOMINION WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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