Robert
Barone
Fourstar Wealth Advisors, LLC
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About this Advisor
Robert Barone is a financial advisor who works in Reno, Nevada with a total of 4 years of relevant experience. Barone is on the advisory team at Fourstar Wealth Advisors, LLC. Their career trajectory has included roles at Ancora West Advisors LLC, Fieldstone Financial Management Group, LLC, Concert Wealth Management and Fourstar Wealth Advisors, LLC. Barone holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Nevada. Fourstar Wealth Advisors, LLC is an advisory company operating out of Chicago, IL. The firm has offices in 13 locations and a total of 29 financial advisors. It handles $677 million in total assets between its 1,035 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,035 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which service is offered. Fee types billed by Fourstar Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fourstar Wealth Advisors, LLC Brokerage Details
$677,126,448
29
1,035
$654,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Barone Work History
Robert has been registered as a financial advisor for 4 years.*
Fourstar Wealth Advisors, LLC
Ancora West Advisors LLC
Fieldstone Financial Management Group, LLC
Concert Wealth Management
*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 Barone 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 Fourstar Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Reno, NV
Chicago, IL
Chicago, IL
Providence, RI
Chicago, IL
Chicago, IL
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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