Robert Francis Toczylowski

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2024-01-19
FL	RA	APPROVED	2024-01-19
MD	RA	APPROVED	2024-01-19
VA	RA	APPROVED	2024-01-19

DC RA
APPROVED

Since 2024-01-19
FL RA
APPROVED

Since 2024-01-19
MD RA
APPROVED

Since 2024-01-19
VA RA
APPROVED

Since 2024-01-19

Branch Locations

Sykesville, MD • United States

8115 Maple Lawn Blvd Suite 350, Fulton, MD 20759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital One Investing, Llc	Washington	MD	01/2015	07/2018
Capital One Advisors, Llc	Washington	MD	01/2015	07/2018
Woodbury Financial Services, Inc.	Mclean	VA	07/2018	01/2024
Woodbury Financial Services, Inc.	Mclean	VA	07/2018	01/2024
Osaic Wealth, Inc.	Fulton	MD	01/2024	Present

01/2015 → 07/2018

Capital One Investing, Llc

Washington, MD
01/2015 → 07/2018

Capital One Advisors, Llc

Washington, MD
07/2018 → 01/2024

Woodbury Financial Services, Inc.

Mclean, VA
07/2018 → 01/2024

Woodbury Financial Services, Inc.

Mclean, VA
01/2024 → Present

Osaic Wealth, Inc.

Fulton, MD

Previous Registrations

2018-07-11 → 2024-01-19

Woodbury Financial Services, Inc.

Chevy Chase, MD

Bethesda, MD

Fulton, MD
2015-01-28 → 2018-07-12

Capital One Advisors, Llc

Washington, MD

Mclean, VA
2010-04-27 → 2015-01-28

Capital One Financial Advisors Llc

Melville, NY

Chevy Chase, MD
2004-03-10 → 2010-05-07

Chevy Chase Financial Services

Bethesda, MD

Bethesda, MD

Bethesda, MD
2000-11-01 → 2004-02-26

Ameriprise Financial Services, Llc

Annapolis, MD

Other Businesses

1. WILLOW WEALTH MANAGEMENT POSITION: sole member NATURE: LLC established for tax purposes as advised by CPA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2018 ADDRESS: 4445 Willard Ave., Suite 600, Chevy Chase MD 20815, United States DESCRIPTION: LLC established for tax purposes. No duties other than tax file annually 2. RENTAL REAL ESTATE POSITION: Owner NATURE: Rental Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2018 ADDRESS: 5900 33rd Ave, Hyattsville MD 20782, United States DESCRIPTION: property manager 3) SYMMETRY FINANCIAL PARTNERS POSITION: Partner NATURE: Insurance, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/23/2022 ADDRESS: 8115 Maple Lawn Blvd., Suit 350, Fulton MD 20759, United States DESCRIPTION: Outside Insurance sales and Financial planning