Robert Cotter
Robert Cotter is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 33 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
Naples, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2001Customer Dispute
February 1998Other Business Activities
Robert is involved with the Town of Boylston Zoning Board of Appeals and serves as a trustee for his mother. He is transitioning to Finet Practice through Union 4 Capital, LLC, and has 50% ownership in IKON Private Wealth, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations25 states
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