Robert Klingensmith (CRD# 4228962) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 23 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pbmares, LLP | Fairfax, VA | Apr 2020 - Current | 4 |
| Pbmares Wealth Management, LLC | Williamsburg, VA | Jan 2017 - Current | 7 |
| Pbmares Wealth Management | Williamsburg, VA | Feb 2016 - Jan 2017 | < 1 |
| Bny Mellon | Washington, DC | Nov 2015 - Feb 2016 | < 1 |
| Pilatus Private Bank | Ta' Xbiex, | Sep 2014 - Nov 2015 | 1 |
| Massmutual Financial Group | Bethesda, MD | Apr 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
- VA
-
Total Assets Under Management1,137MILLIONS
-
Total Number of Accounts2,421ACCOUNTS
-
Average Account Value$469,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
CA, DC, FL, GA, IL, MD, NC, NH, NJ, NY, TX, VA, WV
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