Robert Philip Wolfe is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with WHEALTHYFP LLC, NEWRETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWRETIREMENT ADVISORS, LLC | 2025-09-04 | present | Yes |
| WHEALTHYFP LLC | 2025-06-25 | present | Yes |
| WEALTHFD LLC | 2022-10-28 | 2025-04-04 | — |
| REGENTATLANTIC | 2020-03-12 | 2022-11-14 | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2019-10-28 | 2020-02-13 | — |