Robert Moreland
Robert Moreland is a registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
2661 Riva Rd Ste 1020, [Dq-Rbo], Annapolis, MD, 21401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Robert has a 6% ownership stake in Indiantown Farm Inc. since 2017, which engages in farming activities; he is a passive owner and spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
State Registrations15 states
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
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