Robert William Martino

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

• 09/2005 → 02/2024
  Ameriprise Financial Services, Inc.
  Commack, NY
• 02/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2007-03-20 → 2024-02-27
  Ameriprise Financial Services, Llc
  Melville, NY
  Melville, NY
  Islandia, NY
  Commack, NY
  Melville, NY
  Melville, NY
  Hauppauge, NY

Other Businesses

1. MBPG ASSOC INC POSITION: CEO/Owner NATURE: S Corp INVESTMENT RELATED: Y # OF HRS: 8 SEC. TRDING HRS: 0 START DATE: 9/1/15 ADDRESS: Hauppauge, NY 11788 DESCRIP: Maintain the business for the purposes of gainful employment for staff, paying taxes and insurance so as to facilitate doing business as a financial advisory firm. 2. PGP - PROFESSIONAL GROUP PLANS POSITION: Outside Sales Agent NATURE: Insurance INVESTMENT RELATED: Y # OF HRS: 1 SEC. TRDING HRS: 1 START DATE: 1/1/15 ADDRESS: Hauppauge, NY 11788 DESCRIP: Route referrals to my referral partners for Group Insurance 3. POWER OF ATTORNEY FOR MY WIFE POSITION: POA NATURE: POA INVESTMENT RELATED: N # OF HRS: 0 SEC. TRDING HRS: 0 START DATE: 2/18/18 ADDRESS: Rocky Point, NY 11778 DESCRIP: help my wife make financial decisions 4. DIVERSIFIED BROKERAGE SERVICES POSITION: Licensed Broker NATURE: General Insurance Agent INVESTMENT RELATED: Y # OF HRS: 15 SEC. TRDING HRS: 15 START DATE: 7/9/03 ADDRESS: Minneapolis MN 55416 DESCRIP: sell insurance as part of the comprehensive advice services I offer clients. 5. SCOUTING OF AMERICA LONG ISLAND POSITION: Strategic Guidance contributor / local volunteer NATURE: I am a volunteer, I provide strategic guidance to the board upon request as a previous board member and I am local unit volunteer and leader. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HRS: 2 START DATE: 01/01/20 ADDRESS: Farmingville NY 11738 DESCRIPTION: participate in investment and trust committee meeting quarterly where we focus on collecting and depositing long and short term donations to the Scouting America Strategic Asset Management team. We review their performance as well as performance from other investments and insurance held by council. Then we must as a committee come up with a time and amount the council can expect as an ongoing income once we put the trust money to work. I also volunteer my time to council and local unit for youth development, charity financial development, outings and engagements with scouts and donors, probably adds up to about 5hrs a week, usually nights and weekends. 6. LATITUDE521, LLC POSITION: Partner NATURE: Advisor Jason Harris and I Opened "Latitude521, LLC" and purchased an empty office Suite for cash. Will begin Renting this new office suite to Latitude Wealth Advisors as of 11/01/2025, We will attempt to rent a segregated half of the newly renovated suite as separate commercial office space. We will have 5 rent-able offices with shared common space. Outside of our financial planning business we hope to run a profitable real estate business. INVESTMENT RELATED: Yes # OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/3/24 ADDRESS: Hauppauge NY 11788 DESCRIP: owner of property. Professionals to renovate/prepare the office space for our professional habitation and profitable commercial leasing to others. Once the space is complete we hope to both rent from ourselves and rent to others. 7. JOINTLY OWNED REAL ESTATE POSITION: Joint Owner NATURE: joint owner of Mom's house INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HRS: 0 START DATE: 2/1/01 ADDY: Rocky Point NY 11778 DESCRIP: joint owner of Mom's house 8. STEADWISE WEALTH ADVISORS, LLC POS: Financial Advisor NATURE: LLC Partnership entity created to hold our Leases, insurance and office staff. This is also our practice DOING BUSINESS AS Name, it is the TITLE of our FIRM and how we MARKET OURSELVES to the outside world. We were known as Latitude Wealth Advisors however, we were approached by another team with that name in 2024 and we decided we needed to change the name and federally trade mark it for our own protection, this process was complete 11/1/2025 INVESTMENT RELATED: Yes # OF HRS: 250 SECURITIES TRADING HRS: 160 START DATE: 2/23/24 ADDY: Hauppauge NY 11778, DESCRIPT: full service financial advisor under DBA SteadWise WEALTH ADVISORS, LLC. This LLC is with our two partners, Anthony Martino and Jason Harris

Exams

• S66 Uniform Combined State Law Examination
  2003-06-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant