Robert T. Wattie

POLARIS INVESTMENT PARTNERS,

Mount Pleasant, SC 29464

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CRD#: 4857780

Professional summary

Robert Thurston Wattie III, who also goes by Robert Thurston Wattie, is a registered financial advisor currently at POLARIS INVESTMENT PARTNERS, INC located in Mount Pleasant, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 2 firms and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Thurston Wattie

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) - RIA

Click below to view Robert Thurston Wattie III's 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

January 31, 2025 - Present

POLARIS INVESTMENT PARTNERS, INC

Office #1: 735 Johnnie Dodds Blvd Suite 105, Mount Pleasant, SC 29464

RIA

CRD#: 106711

Mount Pleasant, SC

Past

May 19, 2019 - December 31, 2024

POLARIS INVESTMENT PARTNERS, INC

RIA

CRD#: 106711

MOUNT PLEASANT, SC

Past

June 8, 2005 - December 31, 2008

NEWLAND CAPITAL MANAGEMENT

RIA

CRD#: 132880

ATKISNON, NH

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

South Carolina
(1/31/2025)

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

General Industry/Product Exam

Series 3

Date: 7/3/2019

National Commodity Futures Examination

Current Firm

POLARIS INVESTMENT PARTNERS, INC

CRD#: 106711 / SEC#: 801-38199

RIA

Registered Investment Advisory firm - (11/29/2018 Terminated)

South Carolina

Registered Investment Advisory firm - (11/28/2018 Approved)

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).

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Contact information

Main Address

735 Johnnie Dodds Blvd Suite 105, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 414-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 15,744,130

Red Flags

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

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Robert T. Wattie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thurston Wattie III's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS INVESTMENT PARTNERS, INC

POLARIS INVESTMENT PARTNERS, INC

NEWLAND CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 3

Date: 7/3/2019

Current Firm

POLARIS INVESTMENT PARTNERS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POLARIS INVESTMENT PARTNERS, INC

TRUST BUT VERIFY

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