Morgan Stanley
47yrs
Top advisor by experience in New York
24yrs
Roberto Bandelli
Financial advisor at Wisdom Capital Asset Management
At a glance
Experience24 years (since 2003)
How that compares ?Top 24% by experience in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Wisdom Capital Asset Management
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowWisdom Capital Asset Management, LLCCurrent firm
Questions to ask Roberto
Tailored to Roberto’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roberto
How do I contact Roberto?
Call Wisdom Capital Asset Management at 9173970393 and ask for Roberto Bandelli. Roberto works from the New York, NY office.
How long has Roberto been a financial advisor?
Roberto has been in the industry since 2003, about 24 years. Top 24% by experience in New York.
What licenses does Roberto hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roberto a fiduciary?
Roberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roberto paid?
Wisdom Capital Asset Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Roberto for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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