Robert J. Montag

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 03/2006 → Present
  First Commonwealth
  Indiana, PA
• 10/2015 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2010-12-07 → 2015-10-16
  Essex National Securities, Llc
  New Alexandria, PA
  Delmont, PA
  Export, PA
  Delmont, PA
  Murrysville, PA
  Murrysville, PA
  Napa, CA
  Derry, PA
  Blairsville, PA
  Greensburg, PA

Other Businesses

1.) New Deal Hunting and Fishing Camp. Emporium PA. Cabin where members/families stay to hunt/fish/vacation. Not investment related. Secretary/Treasurer. Started in 2007. 1-2 hours per month. 0 during trading hours. Pay bills/reserve cabin for members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-06
• S63 Uniform Securities Agent State Law Examination
  2002-09-05

Other Names

• Robert J Montag