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Robert Anthony Desanto

Osaic Wealth, Inc.

Melville, NY

CRD 66073

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-26
  • NY RA
    APPROVED
    Since 2021-04-26

Branch Locations

575 Broadhollow Road, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Melville NY 07/1984 11/2018
Royal Alliance Associates, Inc. Melville NY 11/2018 Present
  • 07/1984 → 11/2018
    Signator Investors, Inc.
    Melville, NY
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Melville, NY
Other Businesses

1. INSURANCE BROKER POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/25/1981 ADDRESS: 575 Broadhollow Road, Melville, NY 11747 DESCRIPTION: Solicitation, sales, and service for fixed insurance products. 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/27/2015 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747-5009 DESCRIPTION: Investment Advisor Representative operating under Lighthouse Financial Network, LLC, an independent firm of Osaic Wealth Inc.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-01-13
  • S63 Uniform Securities Agent State Law Examination
    2006-01-13

View on SEC IAPD

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