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Robert Lattig
25 Years of Experience
Melbourne, FL
1 DisclosureBroker
Robert Lattig is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 25 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
5700 North Highway Us1, Ste 200, Melbourne, FL, 32940
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020Settled
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2024 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2024 · 15 yrs 1 mo
Banc of America Investment Services, INC.
December 2006 - October 2009 · 2 yrs 10 mos
Banc of America Investment Services, INC.Broker
December 2006 - October 2009 · 2 yrs 10 mos
H&r Block Financial Advisors, INC.
July 2003 - December 2006 · 3 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
November 2002 - December 2006 · 4 yrs 1 mo
Morgan Stanley
June 2000 - November 2002 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
June 2000 - November 2002 · 2 yrs 5 mos
State Registrations17 states
CACOFLGAILLAMANCNENJNYOHSCTNTXVTWA
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.