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Robert Richard Szeles

Beese Fulmer Private Wealth Management

Canton, OH

CRD 5360478

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Employer firm

Beese Fulmer Private Wealth Management CRD 109882

$2.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Beese Fulmer Private Wealth Management

4334 Munson Street Nw Suite 102, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-01
FL RA APPROVED 2024-12-20
OH RA APPROVED 2022-12-05
  • TX RA
    APPROVED
    Since 2026-03-01
  • FL RA
    APPROVED
    Since 2024-12-20
  • OH RA
    APPROVED
    Since 2022-12-05

Branch Locations

4334 Munson Street Nw Suite 102, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beese Fulmer Private Wealth Management Canton OH 04/2022 Present
Federated Hermes Pepper Pike OH 11/2019 03/2022
Pnc Capital Advisors Cleveland OH 08/2013 11/2019
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
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