Robert
Karp

Wells Fargo Clearing Services, LLC

CRD#2276187
Investment Advisor
in New York, NY
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About this Advisor

Robert Karp is a certified financial planner who works out of New York, New York, who has been in the financial industry for 15 years. Karp works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Karp holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Wells Fargo Clearing Services, LLC is an advisory firm based in New York, New York. The company has offices in 6,557 locations and a total of 26,409 employees. It administers $473 billion in total assets between its 1,432,715 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a broad set of services, including 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. A financial advisor's fees largely depend on which services are provided. However, fee types charged by Wells Fargo Clearing Services, LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

1211 Ave Of The Americas 27Th Fl
New York, NY 10036

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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 Karp Work History

Robert has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Robert Karp has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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