Robert Sondheim

Acorns

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Acorns

Compensation

Fixed/Hourly

Firm Size

13 advisors

Number of Clients

7,767,132 clients

Average Client Portfolio

$1K average

Assets Under Management

$10.4B

Fee Structure

Financial Planning:Investment management only

Location

Arlington, VA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Acorns

January 2024 - Present · 2 yrs 1 mo

Acorns Securities, LLC

August 2023 - Present · 2 yrs 6 mos

Acorns Securities, LLCBroker

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Morgan StanleyBroker

October 2022 - August 2023 · 10 mos

E*trade Clearing LLCBroker

September 2013 - September 2016 · 3 yrs

E*trade Clearing LLCBroker

February 2009 - May 2012 · 3 yrs 3 mos

E*trade Capital Markets LLCBroker

February 2009 - May 2012 · 3 yrs 3 mos

Brownco, LLCBroker

May 2006 - December 2006 · 7 mos

E*trade Global Asset Management, INC.Broker

March 2006 - December 2007 · 1 yr 9 mos

Brownco, LLCBroker

December 2005 - May 2006 · 5 mos

Lightspeed Professional Trading LLCBroker

November 2005 - July 2006 · 8 mos

E*trade Capital Markets LLCBroker

March 2005 - December 2007 · 2 yrs 9 mos

E*trade Professional Trading, LLCBroker

June 2004 - May 2005 · 11 mos

E*trade Clearing LLCBroker

September 2002 - December 2007 · 5 yrs 3 mos

E*trade Securities LLCBroker

July 2002 - August 2023 · 21 yrs 1 mo

Git Investment Services, INC.Broker

October 1989 - November 1994 · 5 yrs 1 mo

State Registrations2 states

CAVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.