Robert Kubik
Investment adviser representative at Wedmont Private Capital
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wedmont Private CapitalMar 2026 to now
- Fidelity InvestmentsMar 2025 to Mar 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2026
- Fidelity Brokerage Services LLCJun 2016 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wedmont Private Capital
Legal name: Wedmont Private Capital, LLC
$3.4BAssets managed
498Clients
12Advisers
5 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
- 6415492
- Firm CRD
- 305815