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RS

Robert P. Shigley

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CRD#: 1678843
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Paul Shigley, who also goes by Bob Paul Shigley, Robert Paul Fredrick Shigley, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 22 firms and has passed the Series 63, Series 66, SIE, Series 62, Series 6, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Paul Shigley | Robert Paul Fredrick Shigley

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 11, 2019 - August 6, 2020

BSG ADVISERS

RIA
CRD#: 297243
APEX, NC
Past

November 30, 2018 - June 10, 2019

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA
CRD#: 168299
Raleigh, NC
Past

January 8, 2018 - October 29, 2018

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA
CRD#: 288833
Cary, NC
Past

September 19, 2016 - May 31, 2017

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Raleigh, NC
Past

January 8, 2016 - May 31, 2017

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 19, 2014 - January 21, 2016

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CARY, NC
Past

May 15, 2014 - January 21, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CARY, NC
Past

June 8, 2009 - December 21, 2009

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
CARY, NC
Past

December 16, 2008 - June 15, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CARY, NC
Past

December 16, 2008 - June 15, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CARY, NC
Past

July 25, 2008 - January 8, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
CARY, NC
Past

July 25, 2008 - January 8, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
CARY, NC
Past

April 17, 2008 - July 28, 2008

SUNSET FINANCIAL SERVICES, INC.

RIA
CRD#: 3538
CARY, NC
Past

May 23, 2007 - July 28, 2008

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
CARY, NC
Past

September 19, 2006 - May 7, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
RALEIGH, NC
Past

March 27, 2006 - July 13, 2006

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CARY, NC
Past

June 13, 2005 - July 13, 2006

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CARY, NC
Past

January 11, 2005 - May 11, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 28, 2004 - January 19, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

January 21, 2004 - September 29, 2004

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

July 16, 2003 - August 26, 2003

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

February 3, 2003 - June 23, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 3, 2003 - June 23, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

July 25, 2002 - January 21, 2003

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC
Past

March 19, 2001 - July 2, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 7, 1999 - March 27, 2001

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

March 28, 1997 - May 21, 1998

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

November 9, 1995 - December 31, 1996

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA
Past

October 20, 1993 - December 3, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

November 18, 1992 - August 19, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 5, 1991 - March 28, 1991

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 5, 1989 - February 21, 1991

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
Past

May 27, 1987 - February 21, 1991

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/9/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 2/27/2015
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BA
BSG ADVISERS
BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC

CRD#: 297243 / SEC#: 801-134480

Alabama
Registered Investment Advisory firm - (11/2/2018 Approved)
California
Registered Investment Advisory firm - (4/12/2022 Approved)
Florida
Registered Investment Advisory firm - (9/19/2024 Approved)
Kansas
Registered Investment Advisory firm - (6/4/2025 Approved)
Maryland
Registered Investment Advisory firm - (7/23/2024 Approved)
Mississippi
Registered Investment Advisory firm - (11/14/2018 Approved)
New York
Registered Investment Advisory firm - (6/11/2025 Approved)
North Carolina
Registered Investment Advisory firm - (9/26/2018 Approved)
Texas
Registered Investment Advisory firm - (4/10/2022 Approved)
Virginia
Registered Investment Advisory firm - (6/15/2024 Approved)
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Contact information


Main Address
56 Hunter Street Suite 230, Apex, NC 27502
Mailing Address
Phone number
(919) 267-4753
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BSG ADV PART 2A (9/3/2025)

Regulatory assets under management


Total Number of Accounts682
AUM (Assets Under Management)$ 114,989,000

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.

Company Information


BSG ADVISERS

CRD#: 297243

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