Unclaimed Profile

Dan Edward Wagner

WEALTH MANAGEMENT ADVISORS, LLC·GREENVILLE, South Carolina

SIE, Series 6, Series 7, Series 63, Series 6621 years registeredWEALTH MANAGEMENT ADVISORS, LLC

3 LEGACY PARK ROAD, GREENVILLE, SC 29607CRD# 2867278Firm CRD# 171260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dan Edward Wagner · GREENVILLE, SC

Registration

CRD #2867278 · WEALTH MANAGEMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT ADVISORS, LLC

May 2014 – present

IC ADVISORY SERVICES, INC.

Jan 2007 – May 2014

ANDERSON, SC

UVEST FINANCIAL SERVICES GROUP, INC.

Jan 2005 – Jan 2007

ANDERSON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 7, 2005

Years registered · 21

Disclosure History

2023Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH MANAGEMENT ADVISORS, LLC

CRD 171260 · SEC 801-79660

AUM

$465M

Regulatory assets under management

Employees

1,380 client accounts

Services offered by WEALTH MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dan Edward Wagner offer?

Dan Edward Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Dan Edward Wagner's credentials?

Dan Edward Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan Edward Wagner located?

Dan Edward Wagner is based in GREENVILLE, South Carolina, working with WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Dan Edward Wagner charge for services?

Dan Edward Wagner'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 WEALTH MANAGEMENT ADVISORS, LLC?

WEALTH MANAGEMENT ADVISORS, LLC has approximately 10 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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