Robert Samuel Edmunds

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 10/2016
  Ubs Financial Services Inc.
  Wellesley, MA
• 10/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Needham, MA

Previous Registrations

• 2008-06-10 → 2011-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA

Other Businesses

WELLESLEY PRIVATE ADVISORS, LLC, INVT RELATED, NEEDHAM, MA, 50% OWNERSHIP, START 10/16/2021, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. GRAND LODGE OF MASONS IN MASSACHUSETTS AF & AM, INVT RELATED, BOSTON, MA, DISTRICT DEPUTY GRAND ASSISTANT TREASURER, START 1/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING,REVIEWING AND REPORTING FINANCIAL STATEMENTS TO AUDITOR FOR RECONCILIATION. ROBERT EDMUNDS LLC, INV RELATED, BOSTON, MA, 100% OWNERSHIP, START 10/14/2016, 160 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-06
• S63 Uniform Securities Agent State Law Examination
  2004-12-29

Designations

• Certified Financial Planner

Other Names

• Robert S Edmunds