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Advisors / New Jersey / Florham Park
26yrs

Robert Brown

Financial advisor at Wells Fargo Advisors

Robert Brown is a fiduciary financial advisor in Florham Park, New Jersey, with 26 years in the industry. Robert joined Wells Fargo Advisors in 2012, after three years at Morgan Stanley and three years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 594 advisors with offices in Florham Park, and one of 556 fiduciaries.

Florham Park, NJ 07932Top 25% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office200 Campus Dr Suite 220, Florham Park, NJ 07932
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states

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. 2012 – now
  2. 2009 – 2012
    Morgan StanleyPreviously
  3. 2006 – 2009
  4. 2002 – 2006

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 Robert’s local office at (973) 377-2333 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Brown.

How long has Robert been a financial advisor?

Robert has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.

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.

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