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Robert Wilson Revels

Robert W. Revels

PIECAPITAL
RALEIGH, NC 27601
Some features on this profile are disabled
CRD#: 6112647
Robert Wilson Revels

Professional summary

Robert Wilson Revels, CFP®, who also goes by Will Revels, is a registered financial advisor currently at PIECAPITAL located in Raleigh, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. 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

Will Revels

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 Wilson Revels'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

January 2, 2024 - Present

PIECAPITAL

Office #1: 555 Fayetteville Street Suite #300, Raleigh, NC 27601
RIA
CRD#: 328743
RALEIGH, NC
Past

October 3, 2013 - August 2, 2016

SOUTHEAST FINANCIAL GROUP

RIA
CRD#: 151216
DURHAM, NC
Past

October 24, 2012 - October 3, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
DURHAM, NC
Past

September 18, 2012 - August 11, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
DURHAM, NC

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
Louisiana
(6/27/2024)
IAR
North Carolina
(1/2/2024)
IAR
Texas
(6/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/23/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/11/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2012
General Securities Representative Examination

Current Firm

PI
PIECAPITAL
PIECAPITAL | PIECAPITAL WEALTH MANAGEMENT LLC

CRD#: 328743 / SEC#:

Louisiana
Registered Investment Advisory firm - (6/27/2024 Approved)
North Carolina
Registered Investment Advisory firm - (1/2/2024 Approved)
Texas
Registered Investment Advisory firm - (6/5/2024 Conditional Restricted)
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Contact information

Main Address
555 Fayetteville Street Suite #300, Raleigh, NC 27601
Mailing Address
Phone number
(919) 901-5280
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts56
AUM (Assets Under Management)$ 34,643,074

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

PIECAPITAL

CRD#: 328743Raleigh, NC 27601

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