Robert P Burgio

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

• 05/2007 → 11/2018
  Signator Investors, Inc.
  Williamsville, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Other Businesses

1. ROBERT BURGIO POSITION: agent NATURE: insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2007 ADDRESS: 5780 main st, williamsville NY 14221, United States DESCRIPTION: getting accounts not offered or appropriate related to business with royal alliance 2. INSURANCE BROKERAGE/NORTHEASTERN FINANCIAL PARTNERS LLC POSITION: Broker NATURE: Sole Proprietor/LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: insurance broker sales 3. NORTHEASTERN FINANCIAL PARTNERS DBA POSITION: Managing Partner NATURE: LLC/DBA Royal Alliance Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: Managing partner of DBA 4. CM GOLD POSITION: I do not hold a position i just sign checks to assist my wife in her business. NATURE: Sole Proprietorship owned by Cheryl Burgio INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2015 ADDRESS: 5823 Main St, Williamsville NY 14221, United States DESCRIPTION: I sign checks to help my wife in her business. 5. ROBERT BURGIO- BOSTON PARTNERS FINANCIAL GROUP POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: Filing this OBA to record John Hancock servicing fees and renewals paid through Boston Partners Financial Group.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-08