Robert Nelson Swansboro
Investment adviser representative at Gryphon Financial Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm 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 feeOther
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.
- Gryphon Financial Partners, LLCAug 2023 to now
- PNC Private BankJul 2012 to Aug 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gryphon Financial Partners
Legal name: Gryphon Financial Partners, LLC
$2.4BAssets managed
661Clients
16Advisers
9 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
- 4573898
- Firm CRD
- 288210