Robert W. Wise

WISE FINANCIAL SERVICES LLC

WILMINGTON, DE 19810

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CRD#: 7926855

Professional summary

Robert W Wise, who also goes by Robert Willis Wise, is a registered financial advisor currently at WISE FINANCIAL SERVICES LLC located in Wilmington, Delaware.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Willis Wise

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.

owner of a small CPA firm in Wilmington, DE. We provide monthly accounting services, tax planning & preparation as well as general business consulting to small to medium sized businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W Wise'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

December 14, 2024 - Present

WISE FINANCIAL SERVICES LLC

Office #1: 1405 Silverside Road, Wilmington, DE 19810

RIA

CRD#: 331500

WILMINGTON, DE

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

Delaware
(12/14/2024)

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 65

Date: 12/13/2024

Uniform Investment Adviser Law Examination

Current Firm

WISE FINANCIAL SERVICES LLC

CRD#: 331500 / SEC#:

Delaware

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

1405 Silverside Road, Wilmington, DE 19810

Mailing Address

Phone number

(302) 475-1600

Established

Firm type

Fiscal year end

# of Employees

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.

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Robert W. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISE FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2024

Current Firm

WISE FINANCIAL SERVICES LLC

Contact information

Documents

Red Flags

Company Information

WISE FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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