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CFP
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CFP

Robert Edmunds

Wells Fargo Advisors
21 Years of Experience
Needham, MA
Broker
View SEC Summary
View SEC Summary

Robert Edmunds is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Needham, MA, with 21 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

197 First Avenue, Suite 160, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
November 2016 - Present · 9 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
UBS Financial Services INC.Broker
September 2011 - October 2016 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - October 2011 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - October 2011 · 5 yrs 10 mos
Morgan Stanley Dw INC.Broker
July 2004 - July 2005 · 1 yr
State Registrations37 states
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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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