RP
RP
Robert Platania
41 Years of Experience
Los Angeles, CA
1 DisclosureBroker
Robert Platania is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
12100 Wilshire Blvd, 925 9th Fl, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2001Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
October 2025 - Present · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
July 2003 - October 2025 · 22 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - October 2025 · 22 yrs 3 mos
Prudential Securities Incorporated
March 1998 - July 2003 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
January 1998 - July 2003 · 5 yrs 6 mos
Prudential Securities IncorporatedBroker
January 1998 - January 1998 · 0 mos
Smith Barney INC.Broker
July 1993 - January 1998 · 4 yrs 6 mos
Lehman Brothers INC.Broker
June 1987 - July 1993 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - June 1987 · 3 yrs 1 mo
State Registrations23 states
AZCACOCTDCFLHIIDMAMOMSMTNCNENVNYORRISCTXVAVTWA
AdvisorBrokerBoth
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
No exam information available for this advisor.