Unclaimed Profile

Robert James Wieder

COURT PLACE ADVISORS LLC·ELLICOTT CITY, Maryland

Clean record26 years registeredCOURT PLACE ADVISORS LLC

3300 NORTH RIDGE ROAD, ELLICOTT CITY, MD 21043CRD# 4366284Firm CRD# 108545

Profile Verification

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

Identity

Robert James Wieder · ELLICOTT CITY, MD

Registration

CRD #4366284 · COURT PLACE ADVISORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COURT PLACE ADVISORS LLC

COURT PLACE ADVISORS LLC

Jan 2000 – Jan 2025

ELLICOTT CITY, MD

Registrations & Exams

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COURT PLACE ADVISORS LLC

CRD 108545 · SEC 801-57317

AUM

$378M

Regulatory assets under management

Employees

315 client accounts

Services offered by COURT PLACE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COURT PLACE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert James Wieder offer?

Robert James Wieder specializes in Financial Planning, Investment Management.

What are Robert James Wieder's credentials?

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

Where is Robert James Wieder located?

Robert James Wieder is based in ELLICOTT CITY, Maryland, last registered with COURT PLACE ADVISORS LLC.

How does Robert James Wieder charge for services?

Robert James Wieder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COURT PLACE ADVISORS LLC?

COURT PLACE ADVISORS LLC has approximately 7 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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