RS
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Robert Sackler
26 Years of Experience
Beverly Hills, CA
3 DisclosuresBroker
Robert Sackler is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 26 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
9595 Wilshire Blvd, Suite 601, [Satellite], Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2008Closed-No Action
Customer Dispute
August 2003Settled
Customer Dispute
March 2003Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2012 - November 2022 · 10 yrs
Wells Fargo Clearing Services, LLC
November 2012 - November 2022 · 10 yrs
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Wells Fargo Investments, LLC
May 2001 - October 2007 · 6 yrs 5 mos
Wells Fargo Investments, LLCBroker
May 2001 - October 2007 · 6 yrs 5 mos
Wells Fargo Securities INC.Broker
December 1999 - May 2001 · 1 yr 5 mos
State Registrations20 states
AZCADCFLGAILINMAMINCNJNMNVNYORSCTXUTVAWA
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.