ROBERT MICHAEL BARD is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with THE PLANNING PROJECT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE PLANNING PROJECT LLC | 2022-01-11 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2022-01-10 | — |
| STRATEGIC ADVISERS LLC | 2004-10-21 | 2018-07-13 | — |