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Robert Allen Waldo

STEPSTONE GROUP LP·SAN DIEGO, California
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4350 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA 92122CRD# 3093382Firm CRD# 143635
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STEPSTONE GROUP LP
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3093382
Firm CRD# 143635
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at STEPSTONE GROUP LP

Ronald Jay Rose
LA JOLLA, CA
Thomas Alcott Bradley
LA JOLLA, CA
Thomas Porter Keck
LA JOLLA, CA
Antoinette Marie Keck
LA JOLLA, CA
Deidre Alice Buddin
LA JOLLA, CA
Mark Maruszewski
LA JOLLA, CA

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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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