Robert
Steinmetz

Wells Fargo Clearing Services, LLC

CRD#4241694
Investment Advisor
in Orlando, FL
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About this Advisor

Robert Steinmetz is a financial advisor who works out of Orlando, Florida, with a total of 10 years of professional experience. Steinmetz is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Steinmetz holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Georgia and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business operating out of Orlando, Florida. It has offices in 6,557 locations and a total of 26,409 financial advisors. It administers $473 billion in total assets among its 1,432,715 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on the type of services. Fees charged by Wells Fargo Clearing Services, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

800 N Magnolia Ave Ste 900 [Rbo]
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

FL Average: $11,469,110,461
Total Number of Employees

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Robert Steinmetz Work History

Robert has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Robert Steinmetz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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