Unclaimed Profile

Robert B Wade

W ADVISORS LLC·GERMANTOWN, Tennessee

Series 7, Series 31, Series 63, Series 6522 years registeredW ADVISORS LLC

2289 WEST STREET, GERMANTOWN, TN 38138CRD# 2321731Firm CRD# 168452

Profile Verification

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

Identity

Robert B Wade · GERMANTOWN, TN

Registration

CRD #2321731 · W ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

W ADVISORS LLC

Sep 2013 – present

MORGAN STANLEY

Jun 2009 – Oct 2013

MEMPHIS, TN

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

MEMPHIS, TN

MORGAN STANLEY

Jan 2004 – Apr 2007

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 8, 2004

Years registered · 22

Disclosure History

1985Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

W ADVISORS LLC

CRD 168452 · SEC 801-78543

AUM

$186M

Regulatory assets under management

Employees

406 client accounts

Services offered by W ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at W ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert B Wade offer?

Robert B Wade specializes in Financial Planning, Investment Management. Contact their office in GERMANTOWN, Tennessee for a consultation.

What are Robert B Wade's credentials?

Robert B Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert B Wade located?

Robert B Wade is based in GERMANTOWN, Tennessee, working with W ADVISORS LLC. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.

How does Robert B Wade charge for services?

Robert B Wade'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 W ADVISORS LLC?

W ADVISORS LLC has approximately 3 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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