Wells Fargo Advisors
46yrs
Top 1% by experience in Alabama
46yrs
Robert Petro has worked in the financial industry for 46 years and is a fiduciary financial advisor based in Mobile, Alabama. After six years at Morgan Stanley and eight years at Citigroup Global Markets, Robert joined Wells Fargo Advisors in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 273 advisors with offices in Mobile, and one of 236 fiduciaries.
At a glance
Experience46 years (since 1981)
How that compares ?Top 1% by experience nationwide
Office4333 Boulevard Park North, Mobile, AL 36609
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 ?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.
Career
- 2015 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- 2001 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Petro. Robert works from the Mobile, AL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1981, about 46 years. Top 1% 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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