Robert Wade has been Managing Member of W Advisors since August 2013, is a control person of the firm and directly owns 75% or more of it.
W Advisors LLC is a Germantown, TN firm with $245M under management, 95 clients and 2 advisers in one office, as of its September 2026 filing.
Robert Wade’s longest registration is the current one, 13 years at W Advisors since 2013. Before joining W Advisors in 2013, Robert Wade was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Morgan Stanley– · 4 yearsMemphis, TN · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Robert Wade is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2013; the most recent is Louisiana, in March 2015.
- LouisianaSince 30 March 2015
- TexasResidentSince 20 September 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 17 July 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 1993 |
| Series 7 | General Securities Representative Examination | 19 February 1993 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert B Wade
- CRD
- 2321731
- Firm
- W Advisors · CRD 168452
- Role
- Managing Member
- Office
- 2289 WEST STREET, Germantown, TN 38138
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Wade work?
Robert Wade has been Managing Member of W Advisors LLC since August 2013, and is a control person of the firm.
Is Robert Wade a financial advisor?
Yes. Robert Wade has a current investment-adviser registration in Louisiana and Texas, through W Advisors since September 2013.
How many years of experience does Robert Wade have?
Robert Wade has 22 years in the financial industry, since January 2004, across 4 adviser firms.
What exams has Robert Wade passed?
Robert Wade has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in February 1993.
Where did Robert Wade work before W Advisors?
Before W Advisors, Robert Wade was registered through Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, January 2004 to April 2007.
Where is Robert Wade based?
Robert Wade’s registered office is in Germantown, TN.
Is Robert Wade registered with FINRA?
No. Robert Wade has no current broker registration.
How can I verify Robert Wade’s record?
Search CRD 2321731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Wade’s full registration record.