Robert
Sanfilippo
Wintrust Investments LLC
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About this Advisor
Robert Sanfilippo is a financial advisor who works out of Chicago, Illinois with 4 years of relevant experience. Sanfilippo is an employee of Wintrust Investments LLC. Their career trajectory has included roles at Retired, Dougall & Associates Inc and Wayne Hummer Investments LLC. Sanfilippo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Wintrust Investments LLC is a financial advisory company that has its headquarters in Chicago, IL. The firm has offices in 76 locations and a total of 171 employees. It controls $14 billion in assets across its 10,787 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 75 charitable organizations. Of its 10,787 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is offered. Fees billed by Wintrust Investments LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$13,552,913,247
171
10,787
$1,256,412
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
Robert Sanfilippo Work History
Robert has been registered as a financial advisor for 4 years.*
Wayne Hummer Investments LLC
Retired
Dougall & Associates 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 Sanfilippo 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 Wintrust Investments
Chicago, IL
Winnetka, IL
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Elm Grove, WI
Milwaukee, WI
Chicago, IL
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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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