Robert Clair Mcafee

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

• 07/2011 → Present
  Fsc Securities Corp
  Atlanta, GA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2011-08-04 → 2023-08-11
  Fsc Securities Corporation
  Atlanta, GA
• 2010-04-07 → 2011-06-16
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA

Other Businesses

MCAFEE ENTERPRISES INC. NOT INVESTMENT RELATED. PORTLAND, TN 37148, STARTED 12/2007 TITLE CFO MINIMAL BANKING DUTIES, O HRS DURING SECURITY HRS. 4 HRS AVERAGE EACH MONTH OUTSIDE OF SECURITY TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-05