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Robert Jay Wagler

Investment adviser representative at Reliant Investment Partners, LLC
17 yearsExperience
1 stateRegistered in
$268.3MFirm assets
8 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

Experience

17 years in the industry.

  1. Reliant Investment Partners, LLCJul 2018 to now
  2. Wealth & Financial Advocate GroupSep 2017 to now
  3. Emerald Investment Partners, LLCSep 2017 to Jun 2018
  4. Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
  5. Wells Fargo Advisors LLCMay 2009 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (NC).

Reliant Investment Partners, LLC

$268.3MAssets managed
696Clients
3Advisers
8 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
5619708
Firm CRD
297369
Advisor's SEC record (opens in a new tab)
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