Robert Klingensmith, financial advisor Williamsburg VA

Robert Klingensmith

CRD Number: 4228962
Current Firm: Pbmares Wealth Management LLC

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.

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Company Name Location Dates Years
Pbmares, LLP Fairfax, VA Apr 2020 - Current 3
Pbmares Wealth Management, LLC Williamsburg, VA Jan 2017 - Current 6
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
Contact Info for Robert L. Klingensmith
Phone Number: 757.229.7180
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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


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