Robert J. Wagler

RELIANT INVESTMENT PARTNERS

Pinehurst, NC 28374

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CRD#: 5619708

Professional summary

Robert Jay Wagler, who also goes by Robert Wagler, is a registered financial advisor currently at RELIANT INVESTMENT PARTNERS, LLC located in Pinehurst, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Wagler

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 Jay Wagler's CRS (Customer Relationship Summary).

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

October 19, 2018 - Present

RELIANT INVESTMENT PARTNERS, LLC

Office #1: 293 Olmsted Blvd Suite 11b-4, Pinehurst, NC 28374

RIA

CRD#: 297369

Pinehurst, NC

Past

September 8, 2017 - July 2, 2018

WEALTHSHIELD PARTNERS, LLC

RIA

CRD#: 169584

Pinehurst, NC

Past

January 26, 2009 - September 5, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PINEHURST, NC

Past

January 12, 2009 - September 5, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PINEHURST, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELIANT INVESTMENT PARTNERS, LLC

GREAT FALLS WEALTH MANAGEMENT | WEALTHFA | WEALTH & FINANCIAL ADVOCATES | WEALTH & FINANCIAL ADVOCATE GROUP | RELIANT INVESTMENT PARTNERS, LLC

CRD#: 297369 / SEC#: 801-113515

RIA

Registered Investment Advisory firm - (6/28/2018 Approved)

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

North Carolina
(10/19/2018)

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

State Security Law Exam

IAR

Series 66

Date: 1/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2009

General Securities Representative Examination

Current Firm

RELIANT INVESTMENT PARTNERS, LLC

GREAT FALLS WEALTH MANAGEMENT | WEALTHFA | WEALTH & FINANCIAL ADVOCATES | WEALTH & FINANCIAL ADVOCATE GROUP | RELIANT INVESTMENT PARTNERS, LLC

CRD#: 297369 / SEC#: 801-113515

RIA

Registered Investment Advisory firm - (6/28/2018 Approved)

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Contact information

Main Address

293 Olmsted Blvd Suite 11b-4, Pinehurst, NC 28374

Mailing Address

Phone number

(910) 363-1010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	997
AUM (Assets Under Management)	$ 234,779,834

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.

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Robert J. Wagler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Wagler's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANT INVESTMENT PARTNERS, LLC

WEALTHSHIELD PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

RELIANT INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2009

SIE

Date: 9/5/2017

Series 7

Date: 1/9/2009

Current Firm

RELIANT INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANT INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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