Robert P. Papelian

WILMINGTON TRUST INVESTMENT ADVISORS

Buffalo, NY 14203

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CRD#: 5916419

Professional summary

Robert P Papelian, CFP®, who also goes by Robert Paul Papelian, is a registered financial advisor currently at WILMINGTON TRUST INVESTMENT ADVISORS, INC. located in Buffalo, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Paul Papelian

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.

FRIENDS OF ORCHARD PARK LIBRARY- BOARD MEMBER- JANUARY 2025-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert P Papelian'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2025 - Present

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Office #1: One Fountain Plaza, Buffalo, NY 14203

RIA

CRD#: 106909

Buffalo, NY

Past

November 20, 2024 - August 13, 2025

CRD#: 5393

Phoenix, AZ

Past

August 23, 2011 - April 6, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

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".

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 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

New York
(10/21/2025)

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

State Security Law Exam

Series 63

Series 10

Date: 7/1/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/10/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

ALLIED INVESTMENT ADVISORS INC | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON INVESTMENT MANAGEMENT | MTB INVESTMENT ADVISORS,INC. | MTB INVESTMENT ADVISORS, INC.

CRD#: 106909 / SEC#: 801-50883

RIA

Registered Investment Advisory firm - (12/27/1995 Approved)

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Contact information

Main Address

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001

Mailing Address

Phone number

(212) 965-5938

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WTIA FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	3,540
AUM (Assets Under Management)	$ 17,432,390,316

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/28/2024	Cover Page	Report
09/08/2023	Cover Page	Report
10/21/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Robert P. Papelian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert P Papelian's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER INVESTOR SERVICES, INC.

MANNING & NAPIER ADVISORS, LLC

REDW WEALTH LLC

PHOENICIAN WEALTH MANAGEMENT, LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/2024

Series 66

Date: 11/29/2017

Series 7TO

Date: 11/20/2024

SIE

Date: 10/29/2024

Series 3

Date: 7/14/2015

Series 7

Date: 8/22/2011

Series 10

Date: 7/1/2014

Series 9

Date: 6/10/2014

Current Firm

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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