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Robert W Wise

Wise Financial Services LLC

Wilmington, DE

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Current Employers
Wise Financial Services Llc

1405 Silverside Road, Wilmington, DE 19810 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-12-14
  • DE RA
    APPROVED
    Since 2024-12-14

Branch Locations

1405 Silverside Road, Wilmington, DE 19810 • 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
Snyder & Company Pa Wilmington DE 10/1994 Present
Wise Financial Services Llc Wilmington DE 03/2024 Present
Other Businesses

owner of a small CPA firm in Wilmington, DE. We provide monthly accounting services, tax planning & preparation as well as general business consulting to small to medium sized businesses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-13
  • S65 Uniform Investment Adviser Law Examination
    2024-12-13
Other Names
  • Robert Willis Wise

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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