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Robert Lopinto

11 Years of Experience
East Hanover, NJ
Broker

Robert Lopinto is a registered investment advisor at Wells Fargo Advisors, based in East Hanover, NJ, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

100 Eagle Rock Ave, Ste 225, East Hanover, NJ, 07936

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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 is a trustee for the Silver Spring Capital 401(k) Plan and owns Myrtle Investment Holdings LLC (100%) and Silver Spring Capital (30%). He also owns rental property and is a commission alternate for the Harding Township Historic Preservation Commission; his work at Silver Spring Capital takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
September 2017 - Present · 8 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Morgan Stanley
November 2014 - September 2017 · 2 yrs 10 mos
Morgan StanleyBroker
November 2014 - September 2017 · 2 yrs 10 mos
State Registrations28 states
AZCACOCTDCDEFLGAIDLAMAMDMIMTNCNHNJNMNVNYOHORPARISCTXVAWA
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.
Robert Lopinto - Financial Advisor | TrueAdvisor