RF
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Robert Fetzner

22 Years of Experience
Ashuburn, VA
Broker

Robert Fetzner is a registered investment advisor at Pgim Investments LLC, based in Ashuburn, VA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

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

Ashuburn, VA

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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 co-owns a vacation rental property called Wispering Rapids with his wife since 2022. He spends minimal time monitoring rental dates and handling property maintenance.

Employment History
Current Registrations
Pgim Investments LLC
July 2011 - Present · 15 yrs
Prudential Investment Management Services LLC
June 2011 - Present · 15 yrs 1 mo
Prudential Investment Management Services LLCBroker
June 2011 - Present · 15 yrs 1 mo
Previous Registrations
Pioneer Institutional Asset Management, INC.
April 2006 - May 2011 · 5 yrs 1 mo
Pioneer Investment Management, INC.
March 2006 - April 2006 · 1 mo
Pioneer Funds Distributor, INC.Broker
November 2005 - May 2011 · 5 yrs 6 mos
Hsbc Securities (USA) INC.Broker
January 2005 - November 2005 · 10 mos
Hsbc Brokerage (USA) INC.Broker
March 2004 - January 2005 · 10 mos
Citistreet Equities LLCBroker
January 2004 - February 2004 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
September 2002 - July 2003 · 10 mos
State Registrations11 states
AZCADCMDNENYOHPATNVAWV
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.