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Robert Steven Guelich

Guelich Capital Management, LLC

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About Robert Steven Guelich

Robert Guelich is a financial advisor based in Roanoke, VA with over 23 years of experience in the industry. Robert currently works with Guelich Capital Management, LLC, where Robert has been since April 2006. Robert also holds a Series 6, 7, 63, and 65. Robert is a licensed agent for Guelich Financial Group for life, health, insurance, and fixed annuities. Robert provides financial planning, portfolio management for individuals, and estate planning services for high-net-worth individuals and other individuals. Prior to joining Guelich Capital Management, LLC, Robert was employed by NRP Financial, Inc. and Oberlin Financial Corp.

Firm Information

Robert Guelich is currently registered with Guelich Capital Management, LLC. Guelich Capital Management, LLC is an investment advisor registered with the SEC and based in Texas. They specialize in providing financial planning and portfolio management services to high-net-worth individuals and other individuals. They also offer educational seminars and estate planning services. The firm manages approximately $84.99 million in assets for 344 clients.

$84.99M

Assets Under Management

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Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning

Estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Guelich’s Registration & Firm History

VA

06/30/2006 - Present

Guelich Capital Management, LLC (ROANOKE VA)

VA

02/17/2003 - 12/03/2007

NRP FINANCIAL, INC. (ROANOKE VA)

OH

07/07/2000 - 03/03/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

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Licenses & Designations

IA

Issued 12/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Steven Guelich. Review regulatory record here.
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