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Robert Joseph Landolfi

Investment adviser representative at First Command Advisory Services
26 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. First Command Insurance Services, Inc.Nov 2019 to now
  2. First Command Advisory Services, Inc.Oct 2019 to now
  3. First Command Financial Planning, Inc.Mar 2019 to now
  4. U.S. Coast GuardMay 1993 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

First Command Advisory Services

$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
7087682
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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