Robert Wiley Gwynn
Investment adviser representative at Flfs Advisory LLC
10 yearsExperience
1 stateRegistered in
$161.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Flfs Advisory LLCApr 2025 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCApr 2021 to May 2025
- H. Beck, Inc.Aug 2017 to Mar 2021
- UnemployedOct 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Flfs Advisory LLC
$161.5MAssets managed
203Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1999062
- Firm CRD
- 334771