Unclaimed Profile

Robert F. Firely

HERBEIN WEALTH MANAGEMENT, L.L.C.·WYOMISSING, Pennsylvania

Clean record20 years registeredHERBEIN WEALTH MANAGEMENT, L.L.C.

2763 CENTURY BLVD., WYOMISSING, PA 19610CRD# 4503130Firm CRD# 118114

Profile Verification

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

Identity

Robert F. Firely · WYOMISSING, PA

Registration

CRD #4503130 · HERBEIN WEALTH MANAGEMENT, L.L.C. · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Nov 2016 – Nov 2024

Wyomissing, PA

HERBEIN WEALTH MANAGEMENT, L.L.C.

Mar 2006 – Nov 2016

WYOMISSING, PA

Registrations & Exams

Registration record

First registered · March 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERBEIN WEALTH MANAGEMENT, L.L.C.

CRD 118114 · SEC 801-63116

AUM

$284M

Regulatory assets under management

Employees

1,109 client accounts

Services offered by HERBEIN WEALTH MANAGEMENT, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERBEIN WEALTH MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Robert F. Firely offer?

Robert F. Firely specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Robert F. Firely's credentials?

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

Where is Robert F. Firely located?

Robert F. Firely is based in WYOMISSING, Pennsylvania, working with HERBEIN WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Robert F. Firely charge for services?

Robert F. Firely'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 HERBEIN WEALTH MANAGEMENT, L.L.C.?

HERBEIN WEALTH MANAGEMENT, L.L.C. has approximately 5 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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