RG
RG

Robert Gibson

28 Years of Experience
Melville, NY
Broker

Robert Gibson is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

510 Broadhollow Rd., Ste 209, Melville, NY, 11747

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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.

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Other Business Activities

Robert serves as a Library Trustee for Gibson, dedicating minimal time to this role. This activity is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 7 mos
Wells Fargo Advisors
October 2025 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2018 - October 2025 · 7 yrs 3 mos
Ameriprise Financial Services, LLC
July 2018 - October 2025 · 7 yrs 3 mos
Investment Professionals, INC.
September 2017 - September 2018 · 1 yr
Investment Professionals, INC.
January 2015 - December 2015 · 11 mos
Investment Professionals, INC.Broker
March 2013 - September 2018 · 5 yrs 6 mos
UBS Financial Services INC.Broker
November 2008 - March 2013 · 4 yrs 4 mos
UBS Financial Services INC.
November 2008 - March 2013 · 4 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
September 2005 - April 2007 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
May 2003 - April 2007 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
March 1998 - May 2003 · 5 yrs 2 mos
State Registrations17 states
CACOCTFLGAMAMDMENCNJNMNVNYPASCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.