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Robert Gary Dye Jr.

VALMARK ADVISERS
Madison, MS
·CRD# 6762548·3 years experience

Professional Summary

Robert Gary Dye Jr., who also goes by Gary Dye, Robert Gary Dye Jr, Robert Gary Dye, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Madison, Mississippi and VALMARK SECURITIES, INC. located in Madison, Mississippi. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 3 firms and has passed the Series 63, Series 65, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary Dye, Robert Gary Dye Jr, Robert Gary Dye

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

VALMARK ADVISERS, INC.·CRD# 108050
RIA
224 Waterford Square, Madison, MS 39130
December 13, 2024 - Present
VALMARK SECURITIES, INC.·CRD# 31243
BD
224 Waterford Square, Madison, MS 39130
December 20, 2024 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Ridgeland, MS
January 11, 2023 - December 10, 2024

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Current Firm

VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
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).

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Phone Number

(800) 765-5201

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,881

AUM (Assets Under Management)

$10,166,311,019

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Dye Resource Management, LLC; 1062 Highland Colony Parkway, Ste 225, Ridgeland, MS 39157; Fixed Insurance sales; Agent; NOT Investment Related; Start Date 04/15/2018; Approximately 11-20 hrs. per month; Paid a flat salary + commissions on fixed insurance sales.///

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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".
VA
VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - SEC (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (8/11/2017 Terminated)
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).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/19/2025)
IAR
Alabama
(3/20/2025)
RR
Arizona
(8/24/2026)
RR
California
(3/19/2025)
RR
Colorado
(3/19/2025)
IAR
Florida
(12/18/2024)
RR
Florida
(3/19/2025)
RR
Georgia
(3/19/2025)
IAR
Georgia
(3/21/2025)
RR
Idaho
(3/19/2025)
RR
Indiana
(3/19/2025)
RR
Louisiana
(3/19/2025)
IAR
Louisiana
(3/19/2025)
RR
Massachusetts
(3/19/2025)
IAR
Mississippi
(12/13/2024)
RR
Mississippi
(12/20/2024)
RR
Missouri
(12/23/2025)
RR
New York
(3/19/2025)
RR
North Carolina
(2/21/2025)
RR
Oregon
(3/19/2025)
IAR
Pennsylvania
(3/20/2025)
RR
Pennsylvania
(8/26/2026)
RR
South Carolina
(3/19/2025)
RR
Tennessee
(3/19/2025)
IAR
Texas
(12/14/2024)
RR
Texas
(3/19/2025)
RR
Virginia
(3/19/2025)
IAR
Virginia
(4/10/2026)
RR
Washington
(3/19/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2024About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2022About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2024About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Gary Dye Jr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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