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Robert Fuest, financial advisor Houston TX

Robert Fuest

CRD Number: 3059865
Current Firm: Fuest & Klein Wealth Advisors, LLC
Compensation Model: Fee Only
Robert Fuest (CRD# 3059865) is an Investment Advisor Representative working at Landor & Fuest Capital Managers, LLC in Weehawken, NJ and has over 17 years of experience in the finance industry.
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Nxt:gen Financial Planning
Company Name Location Dates Years
Fuest & Klein Wealth Advisors LLC Houston, TX Jul 2019 - Current 4
Fuest & Klein Wealth Advisors LLC Forest Hills, NY Aug 2017 - Jul 2019 1
Landor & Fuest Capital Managers, LLC New York, NY Nov 2009 - Jul 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Robert J. Fuest
16225 Park Ten Place, Suite 500, Houston, TX 77084
Phone Number: 917.397.7996
Firm Website: http://www.facebook.com/fuestklein
Registered State(s):
  • NY
  • TX
Current Firm Details
Fuest & Klein Wealth Advisors, LLC
Firm's CRD Number: 287955
16225 Park Ten Place, Suite 500, Houston, TX 77084
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $113,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

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