TrueAdvisor
TrueAdvisor
TR
TR

Tomeka Robinson

Wells Fargo Advisors
10 Years of Experience
Milford, CT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Tomeka Robinson is a registered investment advisor at Wells Fargo Advisors, based in Milford, CT, with 10 years of industry experience. Tomeka is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

View Full SEC Brochure

Location

215 Cherry St, Milford, CT, 06460

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2015 - October 2018 · 3 yrs 4 mos
State Registrations2 states
CTNY
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.
More Advisors
More financial advisors in Milford, CT →All financial advisors in Connecticut →