Robert
Barcelona
Fiduciary Financial Advisors
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About this Advisor
Robert Barcelona is a financial advisor based out of Grand Rapids, Michigan with 1 year of industry experience. Barcelona currently works for Fiduciary Financial Advisors. Their career trajectory has included roles at Jpmorgan Chase Bank, Jpmorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A and Hb Wealth Management, LLC. Barcelona maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Fiduciary Financial Advisors is a firm that has its headquarters in Grand Rapids, MI. The firm has offices in three locations and a total of 27 people on staff. It administers $352 million in assets under management across its 1,088 accounts, placing it among the larger firms in the country by assets under management. Of its 1,088 accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Fiduciary Financial Advisors has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management are based on which services are provided. However, fee types charged by Fiduciary Financial Advisors can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Advisors Brokerage Details
$352,190,255
27
1,088
$323,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Robert Barcelona Work History
Robert has been registered as a financial advisor for 1 years.*
Hb Wealth Management, LLC
Jpmorgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Jpmorgan Chase Bank
*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 Barcelona 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 Fiduciary Financial Advisors
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Huntsville, AL
Grand Rapids, MI
Grand Rapids, MI
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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