RS

Robert Sondheim

28 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Acorns charges a monthly subscription fee for access to its platform and financial wellness services. The fee is composed of an Acorns Advisory Fee and an Acorns Grow Program Fee. Acorns offers three subscription fee plans: Bronze ($3/month), Silver ($6/month), and Gold ($12/month). These fees cover trade execution, clearance, custody, account reporting, and IRA custodian services. Acorns is designed for individuals who make frequent recurring investments. The Fee Schedule may not be appropriate for individuals looking to make few or infrequent small-dollar investments. ETFs also charge expense ratios.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

Arlington, VA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Acorns
January 2024 - Present · 2 yrs
Acorns Securities, LLC
August 2023 - Present · 2 yrs 5 mos
Acorns Securities, LLCBroker
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley Broker
October 2022 - August 2023 · 10 mos
E*trade Clearing LLCBroker
September 2013 - September 2016 · 3 yrs
E*trade Clearing LLCBroker
February 2009 - May 2012 · 3 yrs 3 mos
E*trade Capital Markets LLCBroker
February 2009 - May 2012 · 3 yrs 3 mos
Brownco, LLCBroker
May 2006 - December 2006 · 7 mos
E*trade Global Asset Management, INC.Broker
March 2006 - December 2007 · 1 yr 9 mos
Brownco, LLCBroker
December 2005 - May 2006 · 5 mos
Lightspeed Professional Trading LLCBroker
November 2005 - July 2006 · 8 mos
E*trade Capital Markets LLCBroker
March 2005 - December 2007 · 2 yrs 9 mos
E*trade Professional Trading, LLCBroker
June 2004 - May 2005 · 11 mos
E*trade Clearing LLCBroker
September 2002 - December 2007 · 5 yrs 3 mos
E*trade Securities LLCBroker
July 2002 - August 2023 · 21 yrs 1 mo
Git Investment Services, INC.Broker
October 1989 - November 1994 · 5 yrs 1 mo
State Registrations2 states
CAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.