Robert Boyd Dwyer
Investment adviser representative at Heritage Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$357.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Heritage Wealth ManagementDec 2023 to now
- Waterway Wealth Management, L.L.C.Dec 2012 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Heritage Wealth Management
Legal name: Heritage Wealth Management, Inc.
$357.8MAssets managed
218Clients
6Advisers
10 yearsIn 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
- 2960539
- Firm CRD
- 122394