Bob Clay Sircy

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → Present
  Raymond James Financial Services,Inc.
  Franklin, TN
• 09/2007 → Present
  Accounting/Cpa/Tax Preparation
  Nashville, TN
• 01/2009 → 12/2016
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
• 01/2007 → 11/2022
  Southwestern Investment Group
  Franklin, TN
• 06/2019 → 06/2020
  Southwestern Insurance Group
  Franklin, TN
• 09/2007 → Present
  United Way Of Metro Nashville
  Nashville, TN
• 02/2020 → Present
  Sircy-Hurd Wealth Group
  Franklin, TN
• 03/2017 → 11/2022
  Southwestern Investment Advisory Services Inc
  Franklin, TN
• 11/2022 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2009-01-02 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
  Franklin, TN
• 2007-03-16 → 2009-01-02
  Raymond James Financial Services, Inc.
  Franklin, TN
  Franklin, TN

Other Businesses

(1)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Drive Suite 600, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial advisor to clients, advice, planning, investment management (2)Name of Business: Sircy-Hurd Wealth Group Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 02/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Team member for advisory team under independent RIA, SageSpring Wealth Partners formerly Southwestern Investment Group. (3)Name of Business: Sircy-Hurd Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor who works with clients on helping them plan out their long-term plans. (4)Name of Business: Southwestern Investment Group Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sale of long term care insurance (5)Name of Business: Vanbridge formerly Dixon Wells Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Refer clients to Vanbridge if we find there is a need for insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-01