Roberta Anderson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 24 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
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roberta owns multiple rental properties through LLCs, dedicating minimal time to each. She also holds a Connecticut Notary License and serves as Secretary for Candlewood Knolls Community Inc., spending a few hours per week on record keeping.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.Broker
People's Securities, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations4 states
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