Robert
Hollmann

Wells Fargo Clearing Services, LLC

CRD#1932445
Investment Advisor
in New York, NY
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About this Advisor

Robert Hollmann is a certified financial planner based in New York, New York. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have accumulated 13 years of practice as a financial advisor. Hollmann holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hollmann can act as an advisor in New Jersey and Texas. The advisor has gained experience at R. Hollmann Wealth Management, Inc, Timecapital Securities Corporation, Lpl Financial LLC, Private Advisor Group, LLC, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is based out of New York, New York, and operates out of 6,557 additional offices throughout the country. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

No

Office Location

535 7Th Ave
New York, NY 10018

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY 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 Hollmann Work History

Robert has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2014 - 2016 (2 years)

Lpl Financial LLC

2014 - 2016 (2 years)

Private Advisor Group, LLC

2007 - 2014 (7 years)

Timecapital Securities Corporation

2005 - 2014 (9 years)

R. Hollmann Wealth Management, Inc

Disclosures

Robert Hollmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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