UBS Financial Services
44yrs
Top advisor by experience in Greenville
12yrs
Robert Dewees
Financial advisor at Wells Fargo Advisors
Robert Dewees has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Greenville, Delaware. Robert has been with Wells Fargo Advisors since 2024; before that, Robert spent less than a year at New York Life Investment Management. 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 124 advisors with offices in Greenville, and one of 117 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3703 Kennett Pike, Greenville, DE 19807
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 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Jan 2024 – Jul 2024Wells Fargo Clearing Services, LLCPreviously
- May 2014 – Aug 2014New York Life Investment Management LLCPreviously
Contact Robert
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Robert. 3703 Kennett PikeGreenville, DE 19807Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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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
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About Robert
How do I contact Robert?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Robert Dewees. Robert works from the Greenville, DE office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Robert hold?
Series 66. 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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