Robert Louis Tedoldi

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

• 01/1990 → Present
  Tedoldi Financial
  Hartford, CT
• 02/2005 → 09/2016
  Investors Capital Corporation
  Lynnfield, MA
• 01/2005 → Present
  Infocus Financial Group Llc
  East Hartford, CT
• 10/2016 → 01/2025
  Lincoln Financial Securities Corporation
  East Hartford, CT
• 01/2025 → Present
  Osaic Wealth, Inc.
  East Hartford, CT

Previous Registrations

• 2016-10-07 → 2025-01-24
  Osaic Fs, Inc.
  East Hartford, CT
  East Hartford, CT
• 2005-02-24 → 2016-09-14
  Investors Capital Corp.
  Lynnfield, MA
  East Hartford, CT
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA

Other Businesses

1. INTEGRATED BUSINESS PARTNERS, LLC. 50 FOUNDERS PLAZA, SUITE 305 EAST HARTFORD, CT CATEGORY: SERVICE RELATED INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS HR SERVICES. START DATE: 05/2009 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40. 2. INFOCUS FINANCIAL GROUP, LLC. 50 FOUNDERS PLAZA, SUITE 305 EAST HARTFORD, CT CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS DISABILITY INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 01/2005 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120. 3. IS LIFE BRANDS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2008 ADDRESS: 1438 Woodstream Drive, Oldsmar FL 34677, United States DESCRIPTION: Sell direct logoed merchandise 4. INFOCUS FINANCIAL GROUP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2005 ADDRESS: 1438 Woodstream Drive, Oldsmar FL 34677, United States DESCRIPTION: Inactive firm holding intellectual property value. 5. ROBERT L TEDOLDI JR - INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1990 ADDRESS: 409 Sandstone Drive, South Windsor CT 06074, United States DESCRIPTION: Sales and service of fixed insurance products. 6. INTEGRATED BUSINESS PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009 ADDRESS: 2467 SW Brookwood Lane, Palm City FL 34990, United States DESCRIPTION: Business analysis and consulting work, benefit design and installation, owner succession planning and HRO services and administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-21
• S63 Uniform Securities Agent State Law Examination
  1994-11-23