Robert Lawrence Slovinsky

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  New York, NY
• 02/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY

Previous Registrations

• 2012-07-11 → 2021-02-04
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY

Other Businesses

TRUSTEE FOR FATHER'S TRUST; INVESTMENT RELATED; MERRICK, NY; START DATE 10/2013; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR BROTHER'S TRUST; INV. RELATED; MERRICK, NY; START DATE 7/16/2010; 0 HRS PER MONTH; PAY LIFE INSURANCE. OLLIE CAPITAL GROUP, INC; INVESTMENT RELATED; MELVILLE,NY; 100% OWNERSHIP; START DATE 11/1/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; PASS THROUGH FOR FINET PRACTICE. TRUSTEE OF FINET 401K / DBP PLAN; INV. RELATED; MERRICK, NY; START DATE 7/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-21