Robert Rotstan
Robert Rotstan is a registered investment advisor at Wells Fargo Advisors, based in Coto Decaza, CA, with 49 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Coto Decaza, CA
Get directionsHistory
Regulatory History (2)
Regulatory
February 1988Customer Dispute
May 1984Other Business Activities
Robert is a board member of Silver Oaks Homeowners Association, vice president of Roy J Shlemon Foundation, and owns Bob's Creative Ideas. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
Blyth Eastman Dillon & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations17 states
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.