Robert
Dewitt

Wells Fargo Clearing Services, LLC

CRD#5843118
Investment Advisor
in Austin, TX
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About this Advisor

Robert Dewitt is a certified financial planner operating in Austin, Texas, who has been in the financial industry for 14 years. Dewitt works at Wells Fargo Clearing Services, LLC. During their career, Dewitt has held roles at Merrill Lynch Pierce, Fenner & Smith Inc, Southwest Senior Benefits, Dewitt Interests, LLC, Bank Of America, N.A, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Dewitt maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Austin, Texas. The company has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets across its 1,432,715 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, such as 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner

Years of Experience

14 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

9442 N Capital Of Texas Hwy Ste 700 Arboretum Plaza One
Austin, TX 78759

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

TX Average: 458
Total Number of Accounts

1,434,106

TX Average: 33,415
Average Account Size

$302,067

TX 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 Dewitt Work History

Robert has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2011 - 2016 (5 years)

Bank Of America, N.A

2010 - 2016 (6 years)

Merrill Lynch Pierce, Fenner & Smith Inc

2009 - 2010 (1 year)

Southwest Senior Benefits

2004 - 2009 (5 years)

Dewitt Interests, LLC

Disclosures

Robert Dewitt has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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