AdvisorOS Directory
Claim Profile
Unclaimed Profile
BB

Barbara E Brobst

WHEATLAND ADVISORS INC·LANCASTER, Pennsylvania
SIE, Series 7, Series 63WHEATLAND ADVISORS INC
500 OLDE HICKORY ROAD, SUITE 1, LANCASTER, PA 17601CRD# 2932483Firm CRD# 105026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara E Brobst · LANCASTER, PA
Registration
CRD #2932483 · WHEATLAND ADVISORS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
WHEATLAND ADVISORS INC
CRD 105026 · SEC 801-34820
AUM
$115M
Regulatory assets under management
Employees
9
181 client accounts
Services offered by WHEATLAND ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHEATLAND ADVISORS INC →
Introduction

Speak with Barbara

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barbara is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LANCASTER?

Browse all registered financial advisors in LANCASTER, Pennsylvania or claim this profile if it's yours.

Browse LANCASTER AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Barbara E Brobst offer?
Barbara E Brobst specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Barbara E Brobst's credentials?
Barbara E Brobst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara E Brobst located?
Barbara E Brobst is based in LANCASTER, Pennsylvania, working with WHEATLAND ADVISORS INC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Barbara E Brobst charge for services?
Barbara E Brobst's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHEATLAND ADVISORS INC?
WHEATLAND ADVISORS INC has approximately 9 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WHEATLAND ADVISORS INC

Andrew C Reath
LANCASTER, PA
Philip Edward Fague
LANCASTER, PA
Richard Paul Heilig
LANCASTER, PA

More Advisors in LANCASTER, Pennsylvania

Charles David Keller
MASTER'S WEALTH MANAGEMENT INC.·LANCASTER, PA
Thomas Adrian Russo
GARDNER RUSSO & QUINN LLC·LANCASTER, PA
Bernard Irving Bostwick
FAITHWARD ADVISORS, LLC·LANCASTER, PA
Edward William Monborne
RKL WEALTH MANAGEMENT LLC·LANCASTER, PA
Matthew Charles Malick
ATWATER MALICK, LLC·LANCASTER, PA
Benjamin H. Atwater
ATWATER MALICK, LLC·LANCASTER, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile