ROBERT GRUNDY WHEELER is an investment adviser representative (IAR) with state registration records since 2007, appearing at 2 firms. Currently registered with GRADIENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GRADIENT ADVISORS, LLC | 2026-06-29 | present | Yes |
| THE ROBERT G. WHEELER CAPITAL MANAGEMENT COMPANY, INC. | 2007-11-05 | 2023-09-21 | — |