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Robert Lilien

President at Wisdomtree Asset Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Robert Lilien is President of Wisdomtree Asset Management, Inc., a New York investment adviser managing $88.4B. Robert Lilien has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

Role at Wisdomtree Asset Management

Title on Schedule A
President
Control
Robert Lilien is a control person of Wisdomtree Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Lilien has held the filed role since September 2019.

The firm

Wisdomtree Asset Management, Inc.
New York, NY

Form ADV filed 31 March 2026

$88.4B AUM2 clients28 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 79 · 2011
  4. Passed Series 24 · 1989
  5. Passed Series 7 and Series 63 · 1985

Registrations and exams

Broker registration; no current adviser registration. Robert Lilien has passed 6 qualifying exams.

Examinations

Series 6330 April 1985
Name
Uniform Securities Agent State Law Examination
Series 2411 August 1989
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 7913 July 2011
Name
Investment Banking Registered Representative Examination
Series 716 March 1985
Name
General Securities Representative Examination

Individual record

Full name
Robert Jarrett Lilien
CRD
1337819
Firm
Wisdomtree Asset Management, Inc.
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Robert Lilien work?

Robert Lilien has been President of Wisdomtree Asset Management, Inc. since September 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Robert Lilien have a current investment-adviser registration?

Robert Lilien has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Robert Lilien passed?

Robert Lilien has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 79, SIE and Series 99TO. The earliest, the Series 7, was passed in March 1985.

Source: IAPD individual record, checked 17 October 2026

Leadership at Wisdomtree Asset Management

  • Bryan Edmiston
    Chief Financial Officer and Treasurer
  • Stuart Bell
    Chief Operating Officer and Director
  • Terry Feld
    Head of US Compliance, Chief Compliance Officer
  • Joanne Antico
    General Counsel & Assistant Secretary
  • Marci Frankenthaler
    Chief Legal Officer and Secretary
  • Jeremy Schwartz
    Global Chief Investment Officer
  • Jonathan Steinberg
    CEO and Director
  • David Yates
    Chief Information Officer
  • Peter Ziemba
    Senior Advisor to the CEO, Cao, and Director

Sources

  1. IAPD individual record, CRD 1337819. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wisdomtree Asset Management, Inc., filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Lilien or Wisdomtree Asset Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.