Robert Guild has been an investment adviser representative at Robinswood Financial since June 2007, and is not listed among the firm’s executive officers or direct owners. Robert Guild holds a Bachelor's degree in Business Administration from Washington State University.
Robinswood Financial LLC is a Kirkland, WA firm with $453M under management, 488 clients and 6 advisers in one office, as of its July 2026 filing.
Robert W. Guild is Financial Advisor of Robinswood Financial. He joined the firm after nearly 20 years in the financial services industry, specializing in individual and small business legacy planning.
- Robinswood FinancialCurrent– present · 19 yearsKirkland, WA · Adviser representative · Firm CRD 143417
Professional designations
Listed by Robinswood Financial
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Fund Specialist (CFS)
Investment adviser representative registrations
Robert Guild is registered as an investment adviser representative in Washington, since June 2007.
- WashingtonSince 18 June 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 31 January 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 May 1994 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Ward Guild
- CRD
- 2486426
- Firm
- Robinswood Financial · CRD 143417
- Office
- 3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- robinswoodfinancial.com
Where does Robert Guild work?
Robert Guild is an investment adviser representative registered through Robinswood Financial LLC since June 2007, and is not listed among the firm’s executive officers or direct owners.
Is Robert Guild a financial advisor?
Yes. Robert Guild has a current investment-adviser registration in Washington, through Robinswood Financial since June 2007.
How many years of experience does Robert Guild have?
Robert Guild has 19 years in the financial industry, since June 2007, across 1 adviser firm.
What exams has Robert Guild passed?
Robert Guild has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 1994.
Where is Robert Guild based?
Robert Guild’s registered office is in Kirkland, WA.
Is Robert Guild registered with FINRA?
No. Robert Guild has no current broker registration.
How can I verify Robert Guild’s record?
Search CRD 2486426 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Guild’s full registration record.