Robert Andrew Wolf
Investment adviser representative at USA Financial Securities LLC
23 yearsExperience
21 statesRegistered in
$296.5MFirm assets
19 yearsFirm in business
Are you Robert Andrew Wolf? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Wolf Advisory Services, LLCOct 2018 to now
- USA Financial Securities CorporationJul 2008 to now
- Hartwell & WolfJul 2003 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 21 states (AL, AR, AZ, CA, CO, FL, GA, IL, IN, MD, MI, MN, MO, NC, OH, OK, PA, SC, TX, VA, WI).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2622931
- Firm CRD
- 103857