Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Investment Roundup: ACORE Capital Adds Wealth DivisionWM Estate Planning Valuations in a High-Rate EnvironmentFP As smaller rivals keep quiet, Axos opens up on custody feesIN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In Practice

Investment adviser representative · Wander Financial Services, LLC

Robert M. Wander

CRD 2190114 · New York, NY

At a glance

Robert M. Wander is an investment adviser representative with Wander Financial Services, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Wander Financial Services, LLCSince February 2021New York, NY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (5 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.