Robert Wert
Robert Wert is a registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business Activities
Robert is a trustee for a trust benefiting his nephew and an investment committee member for the Diocese of Allentown, dedicating minimal time to each. He also serves on the finance council for the Diocese of Allentown, spending minimal time attending meetings and reviewing financial matters.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations21 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.