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Robert Wise

Director at Davenport & Company

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
2
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Robert Wise is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Robert Wise has a current broker registration and no current investment-adviser registration and has passed the SIE and Series 7TO.

Role at Davenport & Company

Title on Schedule A
Director
Control
Robert Wise is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Wise has held the filed role since March 2026.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Firms and exams, newest first
  1. Passed Series 7TO · 2026
  2. Passed SIE · 2025

Registrations and exams

Broker registration; no current adviser registration. Robert Wise has passed 2 qualifying exams.

Examinations

Series 7TO15 June 2026
Name
General Securities Representative Examination
SIE4 June 2025
Name
Securities Industry Essentials Examination

Individual record

Full name
Robert Howard Wise
CRD
4251283
Firm
Davenport & Company LLC
Registration status
Broker registration; no current adviser registration
Firm bio
investdavenport.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Davenport lists Robert H. Wise as Chief Data Applications Officer and among its board of directors. Official firm leadership page

Common questions

Where does Robert Wise work?

Robert Wise has been Director of Davenport & Company LLC since March 2026.

Source: Form ADV, Schedule A, filed 27 July 2026

Does Robert Wise have a current investment-adviser registration?

Robert Wise has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Robert Wise passed?

Robert Wise has passed 2 licensing exams: the SIE and Series 7TO. The earliest, the SIE, was passed in June 2025.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 4251283. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.
  3. Davenport & Company team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Wise or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.