Robert Papelian is a CFA, CFP-designated registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Buffalo, NY, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of the value of your portfolio or the amount of assets they advise on. Fees are negotiable and can vary based on client type, asset class, pre-existing relationships, service levels, portfolio complexity, and account size. WTIA may waive minimum account requirements. Fees are charged quarterly, based on the value of the account at the end of the quarter. Clients pay brokerage commissions and other transaction fees separately.
Location
One Fountain Plaza, Buffalo, NY, 14203
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Regulatory History
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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Robert is an employee and investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member of Friends of Orchard Park Library since January 2025, a non-investment related activity requiring minimal time.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
Manning & Napier Investor Services, INC.Broker
Manning & Napier Advisors, LLC
Redw Wealth LLC
Phoenician Wealth Management, LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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