Bob Clay Sircy
Investment adviser representative at Sagespring Wealth Partners
13 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sagespring Wealth PartnersFeb 2007 to now
- Southwestern Insurance GroupJun 2019 to Jun 2020
- Raymond James Financial Services Advisors, IncJan 2009 to Dec 2016
- Raymond James Financial Services,inc.Feb 2007 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 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
- 5292321
- Firm CRD
- 283515