Robert Vincent Protesto

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

• 09/2014 → 04/2020
  Bcg Securities
  Cherry Hill, NJ
• 12/2018 → 05/2020
  Pss Benefits, Llc
  Southampton, PA
• 05/2020 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 05/2020 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2020-05-01 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2018-12-14 → 2020-12-31
  Pss Benefits, Llc
  Southampton, PA
• 2014-09-08 → 2020-05-08
  Bcg Securities, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
• 2014-01-30 → 2014-09-05
  Pnc Wealth Management Llc
  Philadelphia, PA
  Philadelphia, PA
• 2009-01-02 → 2014-02-04
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

1. American Portfolios Advisors, inc. - IAR, investment related 2. Haddon Planning, broker, insurance related business, less than $10,000 per month. 3. Upper Darby Bell Telco FCU - insurance and fixed products, not investment related, start date =5/2020, 10 hours/month, 10 hours/mo./mkt.hrs. 4. BHCU - Insurance and fixed products, not investment related, start date = 5/2020, 40 hours/mo., 40 hours/mo./mkt. hrs. 5. Forge Federal CU - Insurance and fixed products, not investment related, start date = 5/2020, 20 hours/mo., 20 hours/mo./mkt. hrs. 6. ROBERT PROTESTO - INSURANCE PRODUCER POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2014 ADDRESS: 1 Bala Plaza, Ste 429, Bala Cynwyd PA 19004, United States DESCRIPTION: Fixed Insurance (fixed annuity, term life insurance) commissions 7. RP FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC elected filing as an S Corp purely for personal tax reasons. This is not held out to the public nor marketed at all. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1 Bala Plaza, Ste 429, Bala Cynwyd PA 19004, United States DESCRIPTION: None

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-04
• S63 Uniform Securities Agent State Law Examination
  2008-09-08

Designations

• Certified Financial Planner

Other Names

• Robert Vincent Protesto