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Robert Westropp

50 Years of Experience
Chicago, IL
1 DisclosureBroker

Robert Westropp is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Chicago, IL, with 50 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
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

227 West Monroe, Suite 3700, Chicago, IL, 60606

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History

Regulatory History (1)
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Customer Dispute
March 2008
Closed-No Action
Other Business Activities

Robert is a limited partner in Deep Sail Capital Partners LP, an investment fund managed by his son, and serves on the investment committee for Notre Dame Cathedral Latin School. He dedicates minimal time to these activities.

Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
December 2000 - Present · 25 yrs 5 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - Present · 25 yrs 5 mos
Alliancebernstein L.P.
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
December 1997 - December 2000 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - October 1997 · 19 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1975 - September 1978 · 2 yrs 11 mos
State Registrations34 states
AKAZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMONCNJNVNYOHORPARISCTNTXUTVAWAWI
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.