Robert Eugene Graef

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-01-24
NY	RA	APPROVED	2025-01-24
TX	RA	APPROVED_RES	2025-01-24

CT RA
APPROVED

Since 2025-01-24
NY RA
APPROVED

Since 2025-01-24
TX RA
APPROVED_RES

Since 2025-01-24

Branch Locations

Wilton, CT • United States

1177 High Ridge Rd Suite 206, Stamford, CT 06905 • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corp	Wilton	CT	01/2000	01/2025
Osaic Wealth, Inc.	Wilton	CT	01/2025	Present

01/2000 → 01/2025

Lincoln Financial Advisors Corp

Wilton, CT
01/2025 → Present

Osaic Wealth, Inc.

Wilton, CT

Previous Registrations

2000-04-14 → 2025-01-24

Osaic Fa, Inc.

Tarrytown, NY

Rye Brook, NY

Wilton, CT

Wilton, CT

New York, NY

Other Businesses

1)NAME AND ADDRESS: ROBERT GRAEF 136 W. MEADOW RD WILTON, CT 06897 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, FIXED ANNUITY AND TRADITIONAL LIFE INSURANCE. START DATE: 01/03/2000 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2)ROBERT E. GRAEF 136 WEST MEADOW ROAD WILTON, CT, 06897 CATEGORY: LIFE SETTLEMENTS INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER FIXED LIFE SETTLEMENTS. START DATE: 8-27-13 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-04-03
S63	Uniform Securities Agent State Law Examination	1983-12-13

S65 Uniform Investment Adviser Law Examination

2000-04-03
S63 Uniform Securities Agent State Law Examination

1983-12-13

View on SEC IAPD