Robert Stanley Miloszewski

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

• 02/2015 → 01/2025
  Lincoln Financial Advisors
  Mechanicsburg, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Mechanicsburg, PA

Previous Registrations

• 2015-02-02 → 2025-01-24
  Osaic Fa, Inc.
  Sewickley, PA
  Beaver, PA
  Mechanicsburg, PA
• 2007-11-05 → 2015-02-09
  Msi Financial Services, Inc.
  Pittsburgh, PA
  Beaver Falls, PA
  Monaca, PA

Other Businesses

1) ROBERT MILOSZEWSKI,515 ALLEGIANCE DRIVE, MECHANICSBURG, PA. 17050, INSURANCE, INVESTMENT RELATED, AGENT, OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES AND LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE. STARTED ON 02/2015 WORKING 5 HPM ALL DURING TRADING HOURS. 2) NAME AND ADDRESS: PATTEN FINANCIAL LLC 400 BRADYS RIDGE ROAD BEAVER PA 15009, CATEGORY: ENTITY/LLC, INVESTMENT RELATED: NO, TITLE: CO-OWNER/PARTNER, DUTIES: ENTITY USED FOR BUSINESS EXPENSES, START DATE: 03/01/2021, HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S66 Uniform Combined State Law Examination
  2001-02-16