Robert Wyks, financial advisor The Villages FL

Robert Wyks

CRD Number: 1423022
Current Firm: Fidelity Personal And Workplace Advisors

Robert Wyks (CRD# 1423022) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services The Villages, FL Jun 2020 - Current 3
Unemployment Wesley Chapel, FL Feb 2020 - May 2020 < 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jan 2020 2
Usaa Financial Advisors, Inc. Tampa, FL Oct 2014 - Jan 2020 5
Usaa Financial Planning Services Tampa, FL Oct 2014 - Jan 2020 5
Fifth Third Securities Black Mountain, NC Jan 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Robert L. Wyks
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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