Robert Coombs is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Newburgh, NY, with 46 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
500 Stony Brook Ct Suite 1, [Satellite], Newburgh, NY, 12550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has a 34% ownership in The Captiva Group LLC and 100% ownership in The Coombs Group, Inc. He spends a few hours per week on Captiva Group and minimal time on Coombs Group.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations15 states
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