Robert Fenili, financial advisor Bend OR
90 score

Robert Fenili

CRD Number: 6394941
Current Firm: Northwest Quadrant Wealth Management

Robert Fenili (CRD# 6394941) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Bend, OR Nov 2014 - Current 3
Northwest Quadrant, LLC Bend, OR Sep 2014 - Current 3
Satellite Specialized Transportation Bend, OR Jan 2014 - Sep 2014 < 1
Educational Development Associates Bend, OR Aug 2012 - Dec 2013 1
City University London London, Jun 2011 - Aug 2012 1
Portland Useac Commercial Service/ita Portland, OR Dec 2010 - Jul 2011 < 1
University Of Oregon School Of Law Eugene, OR Jun 2008 - May 2011 2
University Of Oregon School Of Law Eugene, OR Sep 2009 - Jun 2010 < 1
Portland State University Portland, OR Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Robert J. Fenili
Phone Number: (541) 388-9888
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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