Robyn Wolcott is a registered investment advisor at Warner Wealth, based in Madison, CT, with 5 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 758 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
869 Boston Post Road, Madison, CT, 06443
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robyn operates her LPL business under several DBAs: Warner Group, Warner Wealth, and Warner Wealth Management. She is also a licensed insurance agent, though the specific products are not mentioned.
Employment History
Current Registrations
Warner Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations10 states
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