Robert
Weinstein
Round Rock Advisors LLC
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About this Advisor
Robert Weinstein is a certified financial planner and personal financial specialist working out of Wilton, Connecticut who has 1 year of relevant experience. Weinstein is on the advisory team at Round Rock Advisors LLC. The advisor has gained experience at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC and Round Rock Advisors, LLC. Weinstein holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Connecticut. Round Rock Advisors LLC is a financial advisory company operating out of Wilton, CT. It has offices in two locations and a total of 16 advisors. It manages $485 million in assets between its 1,677 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,677 customer accounts, 27% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Round Rock Advisors LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Round Rock Advisors LLC Brokerage Details
$484,811,266
16
1,677
$289,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Weinstein Work History
Robert has been registered as a financial advisor for 1 years.*
Round Rock Advisors, LLC
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Weinstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Round Rock Advisors LLC
Wilton, CT
Wilton, CT
Wilton, CT
Wilton, CT
Wilton, CT
Wilton, CT
Wilton, CT
Wilton, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
