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Robert Nicholas Caird

Caird Family Wealth Management

Greenfield, IN

CRD 6371926

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Employer firm

Caird Family Wealth Management CRD 336169

$21.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Caird Family Wealth Management

Greenfield, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-10
  • IN RA
    APPROVED
    Since 2025-04-10

Branch Locations

Greenfield, IN • 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
Gbc Wealth Management Greenfield IN 04/2016 04/2025
Cfwm, Llc Greenfield IN 03/2025 Present
  • 04/2016 → 04/2025
    Gbc Wealth Management
    Greenfield, IN
  • 03/2025 → Present
    Cfwm, Llc
    Greenfield, IN
Previous Registrations
  • 2014-10-06 → 2016-03-31
    Edward Jones
    Maryland Heights, MO
    Greenfield, IN
    Maxwell, IN
    Maryland Heights, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-03
  • S66 Uniform Combined State Law Examination
    2014-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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