Robert Sondheim (CRD# 1969619) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 34 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorns | Irvine, CA | Aug 2023 - Current | < 1 |
| Morgan Stanley | Arlington, VA | Oct 2022 - Aug 2023 | < 1 |
| E*trade Securities LLC | Arlington, VA | Feb 2020 - Aug 2023 | 3 |
| E*trade Securities LLC | Arlington, VA | Sep 2016 - Feb 2020 | 3 |
| E*trade Clearing LLC | Washington, DC | Sep 2002 - Oct 2016 | 14 |
| E*trade Capital Markets LLC | Washington, DC | Mar 2005 - Sep 2016 | 11 |
| E*trade Securities LLC | Washington, DC | May 2002 - Sep 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- VA
-
Total Assets Under Management8,211MILLIONS
-
Total Number of Accounts5,763,237ACCOUNTS
-
Average Account Value$1,425
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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