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Robert Winebrenner

25 Years of Experience
Vienna, WV
Broker

Robert Winebrenner is a registered investment advisor at Raymond James & Associates, INC., based in Vienna, WV, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

813 Grand Central Avenue, Vienna, WV, 26105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a partner in BIR Properties, acquiring and marketing properties for resale since January 2024, dedicating a few hours per week. He also owns rental real estate property consisting of empty buildings awaiting demolition, spending minimal time on it since 2005.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2015 - Present · 11 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2015 · 5 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2015 · 5 yrs 8 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Wesbanco Securities, INC.
June 2007 - March 2008 · 9 mos
Wesbanco Securities, INC.Broker
June 2001 - March 2008 · 6 yrs 9 mos
Nylife Securities INC.Broker
January 2001 - June 2001 · 5 mos
State Registrations21 states
AZCADEFLGAILINKYMDMINCNYOHPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.