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Advisors / California / Shell Beach
45yrs

Robert Ohanian

Financial advisor at Wells Fargo Advisors

Based in Shell Beach, California, Robert Ohanian is a fiduciary financial advisor with 45 years of industry experience. Robert joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

Shell Beach, CATop 1% by experience in CaliforniaFiduciary advisor
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At a glance

Experience45 years (since 1981)
How that compares ?Top 1% by experience in California
OfficeShell Beach, CA
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 1999 – 2020

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Robert Ohanian. Robert works from the Shell Beach, CA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1981, about 45 years. Top 1% by experience in California.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.