RG
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Robbyn Gayer

24 Years of Experience
Norfolk, VA
1 DisclosureBroker

Robbyn Gayer is a registered investment advisor at UBS Financial Services INC., based in Norfolk, VA, with 24 years of industry experience. Robbyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location

Wells Fargo Center/ 440 Monticello Avenue, Suite 2000, Norfolk, VA, 23510

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History

Regulatory History (1)
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Customer Dispute
May 2024
Settled
Other Business Activities

Robbyn is a board member for Optify Timeshares, Inc. and Virginians for High Speed Rail. Robbyn also drives for Uber.

Employment History
Current Registrations
UBS Financial Services INC.
September 2011 - Present · 15 yrs 1 mo
UBS Financial Services INC.
September 2011 - Present · 15 yrs 1 mo
UBS Financial Services INC.Broker
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Scott & Stringfellow, LLC
June 2002 - September 2011 · 9 yrs 3 mos
Scott & Stringfellow, LLCBroker
May 2002 - September 2011 · 9 yrs 4 mos
State Registrations24 states
AZCACODCDEFLGAILINMAMDMIMTNCNJNMNVNYPARISCTXVAWA
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.
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