Oppenheimer &
42yrs
Top advisor by experience in Haddon Township
24yrs
Robert John Riso
Financial advisor at Wells Fargo Advisors
Robert John Riso is a fiduciary financial advisor in Haddon Township, New Jersey, with 24 years in the industry. Robert joined Wells Fargo Advisors in 2004, after a year at J. B. Hanauer &. 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 19 advisors with offices in Haddon Township, and one of 19 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office690 W Cuthbert Blvd, Haddon Township, NJ 08108
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 ?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.
Career
- 2004 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jun 2003 – Sep 2004J. B. Hanauer & Co.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Robert
How do I contact Robert?
Call Wells Fargo Advisors at 314-875-3000 and ask for Robert John Riso. Robert works from the Haddon Township, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2002, about 24 years. More experience than 70% of advisors 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer &
42yrs
Top 3% by experience in New Jersey
Oppenheimer &
42yrs
Top 3% by experience in New Jersey
Oppenheimer &
33yrs
Top 12% by experience nationwide
Wells Fargo Advisors
31yrs
Top 14% by experience nationwide
MML Investors Services
27yrs
Top 22% by experience nationwide