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Robert J. Wilson

WILSON INSIGHT
PHILADELPHIA, PA
Some features on this profile are disabled
CRD#: 4970513
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Professional summary

Robert Joseph Wilson is a registered financial advisor currently at WILSON INSIGHT located in Philadelphia, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
ROBWILSONTV LLC - Media, public speaking, coaching (non investment related)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Wilson'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

June 17, 2025 - Present

WILSON INSIGHT

RIA
CRD#: 329619
PHILADELPHIA, PA
Past

October 4, 2010 - March 30, 2012

APW CAPITAL, INC.

BD
CRD#: 43814
ROCKAWAY, NJ
Past

January 23, 2009 - March 29, 2012

BLAZER INVESTMENT ADVISORS, LLC

RIA
CRD#: 147151
PITTSBURGH, PA
Past

July 14, 2005 - January 23, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
PITTSBURGH, PA

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
Pennsylvania
(6/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/22/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2005
General Securities Representative Examination

Current Firm

WI
WILSON INSIGHT
412 MANAGEMENT LLC | WILSON INSIGHT

CRD#: 329619 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (6/17/2025 Approved)
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Contact information

Main Address
Philadelphia, PA
Mailing Address
Phone number
(412) 576-1108
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

WILSON INSIGHT

CRD#: 329619Philadelphia, PA

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