Robert Frenkel
Robert Frenkel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 28 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
Short Hills, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a commissioner for the Millburn Short Hills Historic Preservation Commission, dedicating minimal time. He also owns Robert Frenkel LLC, working as an advisor nearly full-time, and is a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Citicorp Investment ServicesBroker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
Financial Northeastern Securities, INC.Broker
State Registrations15 states
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