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Robert Jay Wagler

RELIANT INVESTMENT PARTNERS, LLC·PINEHURST, North Carolina
SIE, Series 7, Series 66Clean record17 years registeredRELIANT INVESTMENT PARTNERS, LLC
293 OLMSTED BLVD, PINEHURST, NC 28374CRD# 5619708Firm CRD# 297369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jay Wagler · PINEHURST, NC
Registration
CRD #5619708 · RELIANT INVESTMENT PARTNERS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

RELIANT INVESTMENT PARTNERS, LLC
Oct 2018 – present
EMERALD INVESTMENT PARTNERS, LLC
Sep 2017 – Jul 2018
Pinehurst, NC
WELLS FARGO CLEARING SERVICES, LLC
Jan 2009 – Sep 2017
PINEHURST, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 26, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RELIANT INVESTMENT PARTNERS, LLC
CRD 297369 · SEC 801-113515
AUM
$190M
Regulatory assets under management
Employees
6
921 client accounts
Services offered by RELIANT INVESTMENT PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RELIANT INVESTMENT PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Robert Jay Wagler offer?
Robert Jay Wagler specializes in Financial Planning, Investment Management. Contact their office in PINEHURST, North Carolina for a consultation.
What are Robert Jay Wagler's credentials?
Robert Jay Wagler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jay Wagler located?
Robert Jay Wagler is based in PINEHURST, North Carolina, working with RELIANT INVESTMENT PARTNERS, LLC. Their office serves clients in the PINEHURST metropolitan area and surrounding communities.
How does Robert Jay Wagler charge for services?
Robert Jay Wagler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RELIANT INVESTMENT PARTNERS, LLC?
RELIANT INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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