Robert P Coletta

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 01/2017
  Lpl Financial
  Santa Rosa Beach, FL
• 01/2017 → 02/2018
  Investment Professionals, Inc.
  San Antonio, TX
• 01/2017 → 02/2018
  Centennial Bank
  Santa Rosa Beach, FL
• 02/2018 → 09/2023
  Lpl Financial
  Santa Rosa Beach, FL
• 10/2023 → Present
  Osaic Wealth, Inc.
  Santa Rosa, FL

Previous Registrations

• 2018-02-01 → 2023-10-06
  Lpl Financial Llc
  Santa Rosa Beach, FL
  Covington, LA
  Santa Rosa Beach, FL
• 2017-01-19 → 2018-02-02
  Investment Professionals, Inc.
  Santa Rosa Beach, FL
  San Antonio, TX
  Little Rock, AR
• 2009-08-31 → 2017-02-06
  Lpl Financial Llc
  Santa Rosa Beach, FL
  Panama City, FL
  Santa Rosa Beach, FL
  Panama City, FL
  Santa Rosa Beach, FL
• 2009-02-13 → 2009-09-02
  Cetera Investment Services Llc
  Miramar Beach, FL
  New Orleans, LA
• 2006-12-08 → 2009-03-11
  Lpl Financial Llc
  Destin, FL
  Covington, LA
  Miramar Beach, FL
• 2005-03-04 → 2006-11-29
  Msi Financial Services, Inc.
  Shalimar, FL
  Shalimar, FL
• 2003-11-14 → 2004-11-08
  Ubs Financial Services Inc.
  Destin, FL
• 2001-04-12 → 2003-11-18
  Morgan Keegan & Company, Llc
  Destin, FL

Other Businesses

1. ROBERT P COLETTA INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1988 ADDRESS: 68 Brian Circle, Santa Rosa Beach FL 32459, United States DESCRIPTION: Provide opportunities to Clients 2. ROBERT P COLETTA POSITION: Trustee NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/26/2022 ADDRESS: 68 Brian Circle, Santa Rosa Beach FL 32459, United States DESCRIPTION: Fiduciary Obligation to mange the Trust for Robert P Coletta for a Life Estate and for Jodi's 2 children as secondary Beneficiary.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-03
• S63 Uniform Securities Agent State Law Examination
  1991-12-06

Other Names

• Rob Coletta
• Robert Pring Coletta