Robert Mastrosimone

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

• 01/2001 → 09/2016
  Wall Street Financial Group
  Fairport, NY
• 02/2004 → Present
  Mastro Financial Services
  Palm Coast, FL
• 09/2016 → 06/2024
  Securities America, Inc.
  Palm Coast, FL
• 09/2016 → 06/2024
  Securities America Advisors, Inc.
  Palm Coast, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palm Coast, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palm Coast, FL

Previous Registrations

• 2016-09-30 → 2024-06-14
  Securities America Advisors, Inc.
  Melbourne, FL
  Palm Coast, FL
  Palm Coast, FL
• 2002-01-23 → 2016-10-11
  Wall Street Financial Group, Inc.
  Victor, NY
  Melbourne, FL
  Brevard, NC

Other Businesses

MASTRO FINANCIAL SERVICES LLC - DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-28
• S63 Uniform Securities Agent State Law Examination
  1984-12-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant