Robert Gregory Charlebois

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

• 06/2001 → Present
  Royal Alliance Associates Inc
  La Verne, CA

Previous Registrations

• 2001-10-23 → 2011-01-27
  Pension Portfolios
  La Verne, CA

Other Businesses

1.ROBERT CHARLEBOIS, AGENT, INVESTMENT RELATED, 2025 BONITA AVENUE, LA VERNE, CA 91750, LIFE AND HEALTH INSURANCE, START DATE JUNE/2001, APPROX HOURS 1 PER MONTH, 0 HOURS DURING TRADING HOURS,DUTIES INCLUDE OFFERING TERM AND HEALTH INSURANCE QUOTES, PREPARE AND SUBMT APPLICATIONS. INCOME UNDER $10,000. 2.ROBERT CHARLEBOIS, ROYAL ALLIANCE ASSOCIATES, INC., INVESTMENT RELATED, 2025 BONITA AVENUE, LA VERNE, CA 91750, INVESTMENT ADVISORY, INVESTMENT ADVISOR REPRESENTATIVE, JAN/2011, APPROXIMATE HOURS 8 PER MONTH, 0 DURING TRADING HOURS. DUTIES INCLUDE, SELECT MANAGERS, MEET WITH CLIENTS AND REVIEW ACCOUNTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-02
• S63 Uniform Securities Agent State Law Examination
  2001-01-23

Other Names

• Robert Gregory Charlebols