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Robert Bosch

Wells Fargo Advisors
6 Years of Experience
Bonita Springs, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Robert Bosch is a registered investment advisor at Wells Fargo Advisors, based in Bonita Springs, FL, with 6 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.

View Full SEC Brochure

Location

26811 S Bay Drive, Suite 350 Fl 3, Bonita Springs, FL, 34134

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History

Regulatory History (2)
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
March 2019
Final
Criminal
July 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
July 2026 - Present · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Mcdermott Investment Advisors, LLC
October 2020 - June 2026 · 5 yrs 8 mos
Mcdermott Investment Services, LLCBroker
July 2020 - June 2026 · 5 yrs 11 mos
State Registrations3 states
FLNMPA
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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