Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Wolf is a registered Investment Advisor Representative with Stonebridge Advisors LLC. Robert has been working in the financial services industry since October 2000. Robert is registered with the state of Connecticut. Robert is a Series 65, Series 7 and Series 63 licensed professional. Prior to joining Stonebridge Advisors LLC, Robert worked at LEHMAN BROTHERS INC. in New York, NY. Robert specializes in providing financial advice to individuals, corporations and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
08/24/2006 - Present
Stonebridge Advisors LLC (WILTON CT)
NY
10/17/2000 - 04/21/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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