Bruce G. Charleton

Current Employers

Employment History

• 10/2008 → 01/2025
  Lincoln Financial Advisors Corp
  Rochester, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vestal, NY

Previous Registrations

• 2008-10-31 → 2025-01-24
  Osaic Fa, Inc.
  Pittsford, NY
  Williamsville, NY
  Pittsford, NY
  Paramus, NJ
  Rochester, NY
  Vestal, NY
• 2008-03-11 → 2008-11-03
  Cadaret, Grant & Co., Inc.
  Pittsford, NY

Other Businesses

1) HARRO EAST ATHLETIC CLUB 400 ANDREWS STREET ROCHESTER, NY 14604 CATEGORY: SERVICE INDUSTRY INVESTMENT-RELATED: NO TITLE: EMPLOYEE DUTIES: AEROBIC AND SPIN CLASS INSTRUCTOR START DATE: 1-1-90 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0. 2) BRUCE CHARLTON DBA CREATIVE WEALTH STRATEGIES 200 MERIDIAN CENTRE ROCHESTER NY 14618 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT, DISABILITY INSURANCE, FIXED AND FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE, LIFE SETTLEMENTS, AND PREMIUM FINANCING START DATE: 08/01/2007 (DBA NAME ADDED DEC. 2024) HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) BC NAVIGATOR FINANCIAL LLC 6671 ST JOHN'S PARKWAY VICTOR NEW YORK 14564 CATEGORY: LLC/ENTITY INVESTMENT RELATED: N TITLE: SOLE OWNER DUTIES: ENTITY USED FOR BUSINESS EXPENSES START DATE: 05/16/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 3.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-11

Other Names

• Bruce Charleton