Robert Swigert
Goodstead · Washington, Connecticut
Robert Swigert is a fee-only financial advisor at Goodstead in Washington, Connecticut. Robert focuses on sustainable & impact investing. Goodstead reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Goodstead |
|---|---|
| Based in | Washington, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $3.6M across 7 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5846103 |
| Exams passed | Series 63 (2011) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.goodstead.co |
| Profile |
How Robert's firm compares
- Goodstead's average account is about $514,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Robert
Is Robert Swigert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Goodstead reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Goodstead, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Swigert based?
Robert Swigert is based in Washington, Connecticut.
What does Robert specialize in?
Robert's specialties include sustainable & impact investing.
Is Robert Swigert registered with the SEC?
Yes. Robert Swigert is registered as an investment adviser representative in CT (CRD 5846103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Goodstead manage?
Goodstead reports $3.6M across 7 accounts in assets under management.
How do I contact Robert Swigert?
Through Robert's website, www.goodstead.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Goodstead website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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