Robert Weinstein
Round Rock Advisors · Harrison, New York
Robert Weinstein is a fee-only financial advisor at Round Rock Advisors in Harrison, New York, who holds the CFP and PFS credentials. Robert focuses on estate & legacy planning, tax planning and retirement planning. Round Rock Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Robert →
Specialties
Facts
| Firm | Round Rock Advisors |
|---|---|
| Based in | Harrison, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $906.7M across 1,935 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CT, NY · CRD 723699 |
| Exams passed | Series 63 (1986) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | roundrockadvisors.com |
How Robert's firm compares
- Round Rock Advisors's average account is about $469,000, from its Form ADV (assets managed divided by 1,935 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Weinstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Round Rock Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Round Rock Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Weinstein based?
Robert Weinstein is based in Harrison, New York.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer.
What credentials does Robert Weinstein hold?
Robert Weinstein holds the CFP and PFS credentials.
Is Robert Weinstein registered with the SEC?
Yes. Robert Weinstein is registered as an investment adviser representative in CT and NY (CRD 723699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Round Rock Advisors manage?
Round Rock Advisors reports $906.7M across 1,935 accounts in assets under management.
How do I contact Robert Weinstein?
Through Robert's website, roundrockadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Round Rock Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.