Robert Kubiszyn has been an investment adviser representative at Blue Bear Financial since April 2026, and is not listed among the firm’s executive officers or direct owners.
Blue Bear Financial, LLC is a firm with $147M under management, 163 clients and 3 advisers across 2 offices, as of its September 2026 filing.
- Blue Bear Financial, LLCCurrent– present · under a yearMT. Pleasant, SC · Adviser representative · Firm CRD 331226
Investment adviser representative registrations
Robert Kubiszyn is registered as an investment adviser representative in South Carolina, since April 2026.
- South CarolinaSince 8 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Scott Kubiszyn
- CRD
- 8240519
- Firm
- Blue Bear Financial · CRD 331226
- Office
- MT. Pleasant, SC
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Kubiszyn work?
Robert Kubiszyn is an investment adviser representative registered through Blue Bear Financial, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Kubiszyn a financial advisor?
Yes. Robert Kubiszyn has a current investment-adviser registration in South Carolina, through Blue Bear Financial since April 2026.
How many years of experience does Robert Kubiszyn have?
Robert Kubiszyn has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Robert Kubiszyn passed?
Robert Kubiszyn passed the Series 65 in February 2026.
Where is Robert Kubiszyn based?
Robert Kubiszyn’s registered office is in MT. Pleasant, SC.
Is Robert Kubiszyn registered with FINRA?
No. Robert Kubiszyn has no current broker registration.
How can I verify Robert Kubiszyn’s record?
Search CRD 8240519 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Kubiszyn’s full registration record.
