Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Wedeking is a financial advisor with over 30 years of experience in the industry. Robert currently holds a Series 3 and Series 30 license and is registered as an Investment Advisor Representative in New York. Robert has worked with Geller Advisors LLC since 2012 and is also currently registered with Corient. Robert is a Chartered Financial Analyst and is a member of Override SF LLC, a private charter-fishing business. Robert has experience working with high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. Robert specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/02/2021 - Present
Geller Advisors LLC (NEW YORK NY)
BC
Issued 05/19/2023
Series 30 - NFA Branch Manager Examination
BC
Issued 05/25/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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