Wells Fargo Advisors
42yrs
Top advisor by experience in Old Greenwich
9yrs
Robert Schaefer
Financial advisor at Wells Fargo Advisors
Robert Schaefer is a fiduciary financial advisor in Old Greenwich, Connecticut, with 9 years in the industry. After five years at UBS Financial Services, Robert joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 47 advisors with offices in Old Greenwich, and one of 41 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1700 E Putnam Ave Suite 200, Old Greenwich, CT 06870
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
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2017 – 2022UBS Financial Services Inc.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
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About Robert
How do I contact Robert?
Call Wells Fargo Advisors at 314-875-3000 and ask for Robert Schaefer. Robert works from the Old Greenwich, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 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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