Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
New
Robert Ha
Financial advisor at Wells Fargo Advisors
Robert Ha is a fiduciary financial advisor in Palo Alto, California, registered since Apr 2026. Robert has been with Wells Fargo Advisors since 2026. 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 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office301 University Ave 2nd, 3rd, & 4th FLS [Nd-Rbo], Palo Alto, CA 94301
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
- Sep 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Robert
Local office(650) 752-0492Ask for Robert. (314) 875-3000Main office · St. Louis, MO 301 University Ave 2nd, 3rd, & 4th FLS [Nd-Rbo]Palo Alto, CA 94301Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Robert’s local office at (650) 752-0492 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Ha.
How long has Robert been a financial advisor?
Robert is new to the profession, registered since Apr 2026, and holds 2 licenses.
What licenses does Robert hold?
Series 63, 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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