Unclaimed Profile

Robert Allen Waldo

STEPSTONE GROUP LP·SAN DIEGO, California

Clean recordSTEPSTONE GROUP LP

4350 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA 92122CRD# 3093382Firm CRD# 143635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Allen Waldo · SAN DIEGO, CA

Registration

CRD #3093382 · STEPSTONE GROUP LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Allen Waldo is a registered financial advisor based in SAN DIEGO, California, affiliated with STEPSTONE GROUP LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STEPSTONE GROUP LP

AUM

$85.7B

Regulatory assets under management

Employees

689

Total firm employees

View all advisors at STEPSTONE GROUP LP →

Services

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3093382

Firm CRD# 143635

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Allen Waldo offer?

Robert Allen Waldo specializes in Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Robert Allen Waldo's credentials?

Robert Allen Waldo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Allen Waldo located?

Robert Allen Waldo is based in SAN DIEGO, California, working with STEPSTONE GROUP LP. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Robert Allen Waldo charge for services?

Robert Allen Waldo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEPSTONE GROUP LP?

STEPSTONE GROUP LP has approximately 689 employees and manages $85.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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