Robert J Priola

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 03/2024 → Present
  Ep Wealth Advisors, Llc
  San Luis Obispo, CA
• 05/2016 → 03/2024
  Wacker Wealth Partners
  San Luis Obispo, CA

Previous Registrations

• 2014-05-14 → 2015-06-17
  A.G.P. / Alliance Global Partners
  Newport Beach, CA
• 2012-08-16 → 2013-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-23
• S66 Uniform Combined State Law Examination
  2012-08-10

Other Names

• Robert Priola
• Bob Priola