Robert Gwynn has been an investment adviser representative at FLFS Advisory since April 2025, and is not listed among the firm’s executive officers or direct owners.
FLFS Advisory LLC is a Victor, NY firm with $161M under management, 203 clients and 5 advisers in one office, as of its June 2026 filing.
Robert Gwynn’s longest registration was 4 years at Grove Point Advisors, LLC (2021–2025). Before joining FLFS Advisory in 2025, Robert Gwynn was registered through Grove Point Advisors, LLC and H. Beck, Inc.
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Grove Point Advisors, LLC– · 4 yearsVictor, NY · Adviser representative · Firm CRD 313171
- H. Beck, Inc.– · 1 yearVictor, NY · Adviser representative · Firm CRD 1763
- Ofi Private Investments Inc– · under a yearNew York, NY · Adviser representative · Firm CRD 107807
Investment adviser representative registrations
Robert Gwynn is registered as an investment adviser representative in New York, since April 2025.
- New YorkSince 29 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 1998 |
| Series 7 | General Securities Representative Examination | 7 May 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Wiley Gwynn
- CRD
- 1999062
- Firm
- FLFS Advisory · CRD 334771
- Office
- 29 LASALLE PARKWAY, Victor, NY 14564
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Gwynn work?
Robert Gwynn is an investment adviser representative registered through FLFS Advisory LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Gwynn a financial advisor?
Yes. Robert Gwynn has a current investment-adviser registration in New York, through FLFS Advisory since April 2025.
How many years of experience does Robert Gwynn have?
Robert Gwynn has 26 years in the financial industry, since September 2000, across 5 adviser firms.
What exams has Robert Gwynn passed?
Robert Gwynn has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in August 1997. FINRA credited Robert Gwynn with the SIE, which began in October 2018.
Where did Robert Gwynn work before FLFS Advisory?
Before FLFS Advisory, Robert Gwynn was registered through H. Beck, Inc., November 2019 to April 2021; Ofi Private Investments Inc, May 2003 to January 2004.
Where is Robert Gwynn based?
Robert Gwynn’s registered office is in Victor, NY.
Is Robert Gwynn registered with FINRA?
Yes. Robert Gwynn has a current broker registration, under CRD 1999062.
Source: FINRA BrokerCheck
How can I verify Robert Gwynn’s record?
Search CRD 1999062 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Gwynn’s full registration record.