Robert Mosera
Robert Mosera is a registered investment advisor at Wells Fargo Advisors, based in Wyckoff, NJ, with 31 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
255 Madison Ave, Wyckoff, NJ, 07481
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1999Other Business Activities
Robert has a 50% ownership stake in Hillcrest Capital Advisors Inc. and spends nearly full-time hours there. Robert also has a 50% ownership in 255 Madison Avenue Wyckoff LLC, a commercial rental property, and spends minimal time on duties such as collecting rent and paying taxes.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Southmark Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations29 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.