Robert Donovan
Robert Donovan is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 45 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2020Customer Dispute
May 2002Customer Dispute
January 2000Customer Dispute
November 1999Customer Dispute
November 1994Customer Dispute
August 1988Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joseph Gifford, CFPWells Fargo Advisors
- Kevin Wandoff, CFPWells Fargo Advisors
- Steven KalodnerWells Fargo Advisors
- Brian Beattie, CFPWells Fargo Advisors
- Richard BeckerWells Fargo Advisors
- Charles KramerWells Fargo Advisors