Robert Edmunds is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boston, MA, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has a 50% ownership in Wellesley Private Advisors, LLC and 100% ownership in Robert Edmunds LLC, both investment-related and taking up full-time hours each. He also serves as District Deputy Grand Assistant Treasurer for the Grand Lodge of Masons in Massachusetts, dedicating minimal time to reviewing and reporting financial statements.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations37 states
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