Robert B Wade
Professional Summary
Robert B Wade, who also goes by Robert Baldwin Wade, is a registered financial advisor currently at W ADVISORS LLC located in Germantown, Tennessee. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 7 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Baldwin Wade
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
W ADVISORS LLC | W WEALTH ADVISORY SERVICES, LLC
Contact Information
Main Address
2289 West Street, Germantown, TN 38138Phone Number
(901) 410-8040# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
500AUM (Assets Under Management)
$244,889,761Similar Advisors
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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.
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Primary Firm SEC Registration
W ADVISORS LLC | W WEALTH ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(3/30/2015)
(9/20/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert B Wade's CRS (Customer Relationship Summary).
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ENVISION FINANCIAL PLANNING, LLC
