Ruta RobinsonCRD Number: 6386499
Current Firm: Wasmer, Schroeder & Company, LLC
Ruta Robinson (CRD# 6386499) is an Investment Advisor Representative working at Wasmer, Schroeder & Company, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Riverglades Family Offices, LLC
Independent Financial Partners
Aci Wealth Advisors
|Wasmer, Schroeder & Company||Naples, FL||Jan 2016 - Current||2|
|Wasmer, Schroeder & Company, Inc.||Naples, FL||May 2010 - Jan 2016||5|
|The Club At The Strand||Naples, FL||Jan 2006 - Sep 2010||4|
|Florida Gulf Coast University||Fort Myers, FL||Aug 2006 - May 2010||3|
|A.c.m. Company||Naples, FL||Feb 2008 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management7,634MILLIONS
Total Number of Accounts3,808ACCOUNTS
Average Account Value$2,004,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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