Robert John Bechtold

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

• 08/2004 → 09/2020
  Securities Service Network
  Wilmington, DE
• 09/2020 → 06/2024
  Securities America, Inc.
  Avondale, PA
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Avondale, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Avondale, PA

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Avondale, PA
• 2004-08-05 → 2020-09-18
  Ssn Advisory, Inc.
  Avondale, PA
• 1998-01-01 → 2004-08-04
  Morgan Stanley Dw Inc.
  Kennett Sq, PA

Other Businesses

SAA POSITION: Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 08/03/2020 ADDRESS: 126 Pennsylvania Ave, Avondale PA 19311 DESCRIPTION: Investment advisory DBA - WL Bechtold & Co

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-13
• S63 Uniform Securities Agent State Law Examination
  1995-10-12

Other Names

• Rubert John Bechtold