Colin Wagner is a registered investment advisor, based in Scottsdale, AZ, with 1 years of industry experience.
Location
14636 N Scottsdale Road, Suite 250, Scottsdale, AZ, 85254
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Private Wealth Services, LLC
October 2025 - Present · 9 mos
Kestra Investment Services, LLCBroker
October 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2025 - October 2025 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - October 2025 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
February 2024 - July 2024 · 5 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.