Unclaimed Profile

Robert Lewis Klingensmith

PBMARES WEALTH MANAGEMENT LLC·WILLIAMSBURG, Virginia

Clean recordPBMARES 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Lewis Klingensmith is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with PBMARES WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PBMARES WEALTH MANAGEMENT LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PBMARES WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4228962

Firm CRD# 116218

View on FINRA BrokerCheck →

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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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