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Advisors / Pennsylvania / West Newton
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Robert Edwards

Financial advisor at State Farm Investment Management

Robert Edwards is a fiduciary financial advisor in West Newton, Pennsylvania, registered since Aug 2026. Robert has been with State Farm Investment Management since 2026. State Farm Investment Management offers investment management and is paid through a percentage of assets.

West Newton, PA 150892 licenses alreadyFiduciary advisor

At a glance

ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office300 Greensburg Pike Suite 1, West Newton, PA 15089
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2026 – now

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call State Farm Investment Management at (800) 447-0740 and ask for Robert Edwards. Robert works from the West Newton, PA office.

How long has Robert been a financial advisor?

Robert is new to the profession, registered since Aug 2026, and holds 2 licenses.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.