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Robroy Edward Wiley

Smartplan Investing

Juno Beach, FL

Atlanta, GA

CRD 5111172

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Employer firm

Smartplan Investing CRD 141977

249 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars
  • INVESTMENT CONSULTING & MONITORING

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

Current Employers
Smartplan Investing

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-07-01
  • GA RA
    APPROVED
    Since 2013-07-01

Branch Locations

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smartplan Investing Jupiter FL 07/2011 Present
Smartplan Investing Atlanta GA 05/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-17
  • S65 Uniform Investment Adviser Law Examination
    2013-02-17

View on SEC IAPD

Nearby Firms

EDWARD JONES
CREATIVEONE WEALTH, LLC
STILLWATER WEALTH MANAGEMENT GROUP LLC

Nearby Investors

Jennifer Marie Foster
JOSHUA BENNETT HELMAN
ROY EDWARD WILEY

Nearby Offices

EDWARD JONES · Juno Beach, FL
CREATIVEONE WEALTH, LLC · JUNO BEACH, FL
STILLWATER WEALTH MANAGEMENT GROUP LLC · JUNO BEACH, FL

More in Juno Beach, FL

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