Robert Brabson, financial advisor Claymont DE

Robert Brabson

CRD Number: 6354518
Current Firm: Sofi Wealth LLC

Robert Brabson (CRD# 6354518) is an Investment Advisor Representative working at Sofi Wealth LLC in Claymont, DE and has over 6 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Claymont DE
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Mark Abbonizio, financial advisor Claymont DE
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Claymont DE
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Company Name Location Dates Years
Sofi Wealth LLC Clayton, DE May 2019 - Current 4
Sofi Securities LLC Claymont, DE Apr 2019 - Current 4
Social Finance Inc. Clayton, DE Apr 2019 - Current 4
Affinity Wealth Management LLC Wilmington, DE Feb 2018 - May 2019 1
Mercap Securities, LLC Paoli, PA Feb 2018 - Dec 2018 < 1
Affinity Wealth Management, Inc. Wilmington, DE Jan 2013 - Feb 2018 5
Coastal Equities, Inc. Wilmington, DE Jun 2014 - Mar 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Robert E. Brabson
Phone Number: 855-525-7634
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    944
    MILLIONS
  • Total Number of Accounts
    165,546
    ACCOUNTS
  • Average Account Value
    $5,699
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.