Robert M. Wyrick, Jr.

POST OAK PRIVATE WEALTH ADVISORS | Managing Member

Houston, TX 77002

CRD#: 1219995

Professional summary

Robert M. Wyrick, Jr., who also goes by Rob Martin Wyrick Jr, Rob Wyrick Jr, Rob Wyrick, Robert M Wyrick Jr, Robert M Wyrick, Robert Martin Wyrick Jr, is a registered financial advisor currently at POST OAK PRIVATE WEALTH ADVISORS located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 15 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Financial Planning,

Investment Management,

Tax Planning,

Trust Services,

Retirement Planning,

Estate Planning

Do you have an area of expertise or specialization?

Risk Management and Insurance ...

Hedging Against Downside Risk,

Retirement Planning,

Investment Management,

High Net Worth Planning,

FIRE (Financial Independence R...

Executive Compensation (ISO, R...

Estate Planning,

Endowments and Charities,

Divorce Planning,

Customized Portfolios,

College Planning,

Cash Flow Analysis,

Blended Families,

Alternative Investments,

Philanthropic and Non-Profit,

Tax Planning and Preparation,

Trust and Estate Planning

What is your minimum asset requirement?

250K

How do you get paid?

Fee-Only

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Post Oak Private Wealth Advisors - INVESTMENT RELATED, 700 Louisiana St., Suite 3950 Houston, TX 77002, Insurance Agent; 01/2019 INSURANCE LICENSED FOR THE SALE OF VARIABLE ANNUITIES AND INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M. Wyrick, Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 20, 2012 - Present

POST OAK PRIVATE WEALTH ADVISORS

Office #1: 1200 Smith Street Suite 610, Houston, TX 77002

RIA

CRD#: 159293

Houston, TX

Past

May 2, 2011 - June 12, 2013

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

HOUSTON, TX

Past

April 26, 2011 - June 12, 2013

FSC SECURITIES CORPORATION

CRD#: 7461

HOUSTON, TX

Past

April 18, 2011 - December 12, 2014

THE RETIREMENT GROUP, LLC

RIA

CRD#: 148296

SAN DIEGO, CA

Past

November 30, 2007 - March 19, 2009

ALPHASOURCE INVESTMENT COUNSEL, INC

RIA

CRD#: 144857

HOUSTON, TX

Past

December 1, 2006 - April 27, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HOUSTON, TX

Past

December 1, 2006 - April 27, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

October 31, 2005 - December 11, 2006

OSAIC SERVICES, INC.

RIA

CRD#: 133763

HOUSTON, TX

Past

October 31, 2005 - December 11, 2006

OSAIC SERVICES, INC.

CRD#: 133763

HOUSTON, TX

Past

May 30, 1997 - October 31, 2005

SUNAMERICA SECURITIES, INC.

RIA

CRD#: 20068

SPRING, TX

Past

May 27, 1997 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 31, 1995 - June 4, 1997

CAPITAL SECURITIES OF AMERICA, INC.

CRD#: 36405

HARTVILLE, OH

Past

August 4, 1994 - January 28, 1995

ROTHSCHILD GLOBAL INVESTMENTS, INC.

CRD#: 16700

Past

January 23, 1994 - June 14, 1994

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

December 23, 1992 - December 3, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 14, 1992 - December 8, 1992

MURCHISON INVESTMENT BANKERS, INC.

CRD#: 20027

Past

July 7, 1992 - August 4, 1992

HART SECURITIES, INC.

CRD#: 28389

HOUSTON, TX

Past

May 20, 1987 - January 21, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CRD#: 839

Past

April 29, 1987 - May 29, 1987

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POST OAK PRIVATE WEALTH ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA

Registered Investment Advisory firm - (7/6/2019 Approved)

Texas

Registered Investment Advisory firm - (8/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/20/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/30/2007

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/16/1997

General Securities Principal Examination

Current Firm

POST OAK PRIVATE WEALTH ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA

Registered Investment Advisory firm - (7/6/2019 Approved)

Texas

Registered Investment Advisory firm - (8/20/2019 Terminated)

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Contact information

Main Address

1200 Smith Street Suite 610, Houston, TX 77002

Mailing Address

Phone number

(281) 580-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 282,025,465

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert M. Wyrick, Jr.

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M. Wyrick, Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

THE RETIREMENT GROUP, LLC

ALPHASOURCE INVESTMENT COUNSEL, INC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

CAPITAL SECURITIES OF AMERICA, INC.

ROTHSCHILD GLOBAL INVESTMENTS, INC.

MORGAN KEEGAN & COMPANY, LLC

PRUDENTIAL EQUITY GROUP, LLC

MURCHISON INVESTMENT BANKERS, INC.

HART SECURITIES, INC.

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

POST OAK PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/1999

Series 63

Date: 7/20/1992

Series 7

Date: 9/10/1992

Series 51

Date: 3/30/2007

Series 24

Date: 7/16/1997

Current Firm

POST OAK PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POST OAK PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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