Case Robert Wagstaff
Investment adviser representative at Wedbush Securities Inc.
11 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wedbush Securities Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Mar 2025 to Nov 2025
- Charles Schwab Bank, SsbMar 2025 to Nov 2025
- UnemployedSep 2024 to Feb 2025
- Bob Knakal Real Estate AdvisorsMay 2024 to Aug 2024
- NewmarkAug 2023 to Sep 2023
- CbreJun 2023 to Aug 2023
- Wedbush SecuritiesJun 2022 to Aug 2022
- Full Time EducationJan 2022 to Dec 2024
- Encinitas Fish ShopJul 2021 to Dec 2021
- Full Time EducationAug 2020 to Dec 2021
- East Coast PizzaJul 2019 to Oct 2019
- Full Time EducationJun 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 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
- 7585082
- Firm CRD
- 877