Jeffrey W. Wagner
Professional summary
Jeffrey William Wagner, who also goes by Jeff William Wagner, is a registered financial advisor currently at FNB WEALTH MANAGEMENT located in Hermitage, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Wagner's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2004 - Present
FNB WEALTH MANAGEMENT
Office #1: One Fnb Boulevard 3rd Floor, Hermitage, PA 16148June 27, 2003 - December 31, 2003
FNB WEALTH MANAGEMENT
Primary Firm SEC Registration
FNB WEALTH MANAGEMENT
CRD#: 109515 / SEC#: 801-56609
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2004)
Exams
Current Firm
FNB WEALTH MANAGEMENT
CRD#: 109515 / SEC#: 801-56609
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 6,703,955,512 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2024 | ||
| 12/20/2023 | ||
| 02/27/2023 |
Red Flags
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Company Information
FNB WEALTH MANAGEMENT
CRD#: 109515Hermitage, PA 16148TRUST BUT VERIFY
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