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Robert Jay Wagler

RELIANT INVESTMENT PARTNERS, LLC·PINEHURST, North Carolina
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293 OLMSTED BLVD, PINEHURST, NC 28374CRD# 5619708Firm CRD# 297369
01

About

Robert Jay Wagler is a registered financial advisor based in PINEHURST, North Carolina, affiliated with RELIANT INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RELIANT INVESTMENT PARTNERS, LLC
RELIANT INVESTMENT PARTNERS, LLC
AUM
$190M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RELIANT INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5619708
Firm CRD# 297369
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in PINEHURST
Jeffrey Allen Wrona — WRONA INVESTMENT MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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