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Robert Sloan Saverine

Wilmington Trust Investment Advisors, Inc.

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About Robert Sloan Saverine

Robert Sloan Saverine is an investment advisor representative with Wilmington Trust Investment Advisors, Inc. located in Bridgeport, Connecticut. Robert has been in the financial services industry since 1999 and has worked for several firms including UST FINANCIAL SERVICES CORP., People's United Advisors, Inc. and People's United Bank, N.A. Robert currently holds Series 6, 63 and 65 licenses. Robert specializes in Asset Allocation, Economic Analysis and Capital Markets Forecasting, Lease Advisory Staff to Affiliates, Pension Consulting, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies.

Firm Information

Robert Saverine is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Saverine’s Registration & Firm History

CT

09/11/2024 - Present

Wilmington Trust Investment Advisors, Inc. (Bridgeport CT)

NY

03/16/1999 - 08/31/2001

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Sloan Saverine.
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