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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

ROBERT WALLACE STAUDER

Advisor at ADVICE AND PLANNING SERVICES

Marlton, NJ | Cherry Hill, NJ

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Search this name across graphsid dfx:ria:4fb48e59-2b65-31a9-868e-ab5317f25dea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 1, 1997
First registration: Jul 30, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1609048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Oct 23, 2015	n/a	yes	Marlton, NJ\|Cherry Hill, NJ	Current employment
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 27, 2007	Nov 13, 2009	no	MARLTON, NJ\|CHERRY HILL, NJ\|BRIDGEWATER, NJ	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Apr 17, 2006	Jan 4, 2007	no	JENKINTOWN, PA	Previous registration
TD WEALTH MANAGEMENT SERVICES INC.	n/a	Mar 3, 2004	Jan 5, 2006	no	NORTHFIELD, NJ\|DEVON, PA\|TURNERSVILLE, NJ\|BENSALEM, PA\|MEDIA, PA\|CHERRY HILL, NJ\|CONSHOHOCKEN, PA\|KING OF PRUSSIA, PA\|WILMINGTON, DE\|PHILADELPHIA, PA\|VIENNA, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 9, 2004	Feb 25, 2004	no	CHERRY HILL, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 30, 2002	Jul 18, 2003	no	MANASQUAN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VOYA FINANCIAL ADVISORS, INC.	ADVICE AND PLANNING SERVICES	Nov 13, 2009	Oct 23, 2015	2,170	Firm change after gap	Other
AMERIPRISE ADVISOR SERVICES, INC.	VOYA FINANCIAL ADVISORS, INC.	Jan 4, 2007	Jul 27, 2007	204	Firm change	Other
TD WEALTH MANAGEMENT SERVICES INC.	AMERIPRISE ADVISOR SERVICES, INC.	Jan 5, 2006	Apr 17, 2006	102	Firm change	Other
WELLS FARGO ADVISORS	TD WEALTH MANAGEMENT SERVICES INC.	Feb 25, 2004	Mar 3, 2004	7	Firm change	Other
EQUITABLE ADVISORS, LLC	WELLS FARGO ADVISORS	Jul 18, 2003	Jan 9, 2004	175	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Oct 23, 2015 to presentfactForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 27, 2007 to Nov 13, 2009factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Apr 17, 2006 to Jan 4, 2007factForm ADV
→ TD WEALTH MANAGEMENT SERVICES INC.Registered adviserregistration: previous registration
Mar 3, 2004 to Jan 5, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2004 to Feb 25, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 30, 2002 to Jul 18, 2003factForm ADV

Dated events

No dated event names this entity yet.