Unclaimed Profile

Robert Lewis Klingensmith

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia

SIE, Series 7, Series 66Clean record25 years registeredPBMARES WEALTH MANAGEMENT LLC

4801 COURTHOUSE STREET, WILLIAMSBURG, VA 23188CRD# 4228962Firm CRD# 116218

Profile Verification

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

Identity

Robert Lewis Klingensmith · WILLIAMSBURG, VA

Registration

CRD #4228962 · PBMARES WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Feb 2026 – present

PBMARES WEALTH MANAGEMENT LLC

Mar 2016 – Dec 2025

WILLIAMSBURG, VA

MML INVESTORS SERVICES, LLC

May 2011 – Oct 2014

ROCKVILLE, MD

HSBC SECURITIES (USA) INC.

Apr 2010 – Apr 2011

WASHINGTON, DC

WACHOVIA SECURITIES, LLC

Sep 2006 – Aug 2008

MCLEAN, VA

FSC SECURITIES CORPORATION

Dec 2003 – Nov 2004

DENVER, CO

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Aug 2000 – Aug 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 18, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PBMARES WEALTH MANAGEMENT LLC

CRD 116218 · SEC 801-62425

AUM

$1.1B

Regulatory assets under management

Employees

2,421 client accounts

Services offered by PBMARES WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PBMARES WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Robert Lewis Klingensmith offer?

Robert Lewis Klingensmith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Robert Lewis Klingensmith's credentials?

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

Where is Robert Lewis Klingensmith located?

Robert Lewis Klingensmith is based in WILLIAMSBURG, Virginia, working with PBMARES WEALTH MANAGEMENT LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Robert Lewis Klingensmith charge for services?

Robert Lewis Klingensmith'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 PBMARES WEALTH MANAGEMENT LLC?

PBMARES WEALTH MANAGEMENT LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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