Robert
Sanders

Warwick Partners

CRD#2793584
Investment Advisor
in Bryan, TX

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About this Advisor

Robert Sanders is a certified financial planner operating out of Bryan, Texas with a total of 20 years of industry experience. Sanders is an advisor for Warwick Partners. They have spent their entire career at Warwick Partners. Sanders has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Warwick Partners is a business that has its headquarters in Bryan, TX. It manages $1 billion in total assets between its 861 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 861 client accounts, 58% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually are based on which service is provided. However, fee types billed by Warwick Partners likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4444 Carter Creek Parkway Suite 109
Bryan, TX 77802

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Warwick Partners Brokerage Details

Total Assets Under Management

$1,432,990,474

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

861

TX Average: 2,315
Average Account Size

$1,664,333

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Robert Sanders Work History

Robert has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Warwick Investment Management, Inc

*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 Sanders 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 Warwick Partners

Grant Stucki
Bryan, TX
Robert Sanders
Bryan, TX
Clarence Glover
Bryan, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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