Robert Coyne is a registered investment advisor at Guggenheim Investments, based in Bellvue, WA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 113 clients with $7.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
39 advisors
IM Fee
Planning only
Assets Under Management
$7.4B
Loading...
Location
Bellvue, WA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Guggenheim Investments
March 2014 - Present · 12 yrs 2 mos
Guggenheim Funds Distributors, LLCBroker
November 2010 - Present · 15 yrs 6 mos
Guggenheim Funds Distributors, LLC
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Guggenheim Distributors, LLCBroker
January 2012 - March 2014 · 2 yrs 2 mos
Nylife Distributors LLCBroker
June 2007 - November 2010 · 3 yrs 5 mos
New York Life Investment Management LLC
June 2007 - November 2010 · 3 yrs 5 mos
Lord, Abbett & CO. LLC
December 2004 - May 2007 · 2 yrs 5 mos
Lord Abbett Distributor LLCBroker
September 2004 - May 2007 · 2 yrs 8 mos
Cdc Ixis Asset Management Distributors, L.P.Broker
May 1998 - August 2004 · 6 yrs 3 mos
Liberty Securities CorporationBroker
July 1994 - May 1998 · 3 yrs 10 mos
Pruco Securities CorporationBroker
February 1992 - July 1994 · 2 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
February 1992 - December 1993 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.