Robert Wadleigh, financial advisor Newark DE
93 score

Robert Wadleigh

CRD Number: 5470497
Current Firm: Wells Fargo Advisors, LLC

Robert Wadleigh (CRD# 5470497) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newark, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Newark, DE May 2009 - Current 7
Wachovia Securities Newark, DE Jan 2008 - May 2009 1
A.g. Edwards Newark, DE Aug 1999 - Jan 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Robert T. Wadleigh
Phone Number: 314-875-3000
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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