Robert Grolbert, financial advisor Lakewood WA

Robert Grolbert

CRD Number: 5318068
Current Firm: Wells Fargo Clearing Services, LLC

Robert Grolbert (CRD# 5318068) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lakewood, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Lakewood, WA Nov 2016 - Current 4
Wells Fargo Advisors LLC Lakewood, WA Jan 2011 - Nov 2016 5
Wells Fargo Bank Port Orchard, WA Jul 2006 - Mar 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Robert J. Grolbert
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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