Robert Scott Wiese
Investment adviser representative at Raleigh Capital Management Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$397.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Raleigh Capital Management Inc.Sep 2026 to now
- Quincy Wells Capital, LLCSep 2026 to now
- Raleigh Wealth SolutionsJun 2026 to now
- Fidelity Brokerage Services LLCAug 2014 to May 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raleigh Capital Management Inc.
$397.8MAssets managed
470Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5210959
- Firm CRD
- 149538