Robert Dalzell
Investment adviser representative at Fnex Wealth, LLC
16 yearsExperience
1 stateRegistered in
$122.3MFirm assets
1 yearFirm in business
Are you Robert Dalzell? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Fnex CapitalApr 2025 to now
- Fnex Wealth, LLCMar 2025 to now
- Indie Asset Partners, LLCJan 2019 to Mar 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors LLCJun 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Fnex Wealth, LLC
$122.3MAssets managed
56Clients
1Advisers
1 yearIn 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
- 5811956
- Firm CRD
- 334569