Robert Harry Dyer

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

• 03/1988 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 03/1988 → Present
  Compass Financial Group
  Middle River, MD
• 03/2007 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Middle River, MD
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Middle River, MD
• 06/2024 → Present
  Osaic Wealth, Inc.
  Middle River, MD

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Phoenix, MD
  Middle River, MD
• 2022-03-17 → 2023-12-26
  Compass Financial Group
  Middle River, MD
• 2007-03-12 → 2020-07-17
  Investacorp Advisory Services Inc
  Phoenix, MD

Other Businesses

1) ROBERT H DYER, SR. POSITION: Representative/Owner NATURE: Life and health insurance sales and service. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1983 ADDRESS: 13115 E Greenbank Rd, Middle River MD 21220, United States DESCRIPTION: Life and health insurance sales and service. 2) ROBERT H DYER, JR. FIRST PARTY SPECIAL NEEDS TRUST POSITION: Co Trustee NATURE: Co Trustee of family member's trust. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2020 ADDRESS: 2320 Reckord Rd, Joppa MD 21085, United States DESCRIPTION: Co Trustee, book keeping, tax prep 3) DBA - Compass Financial Group

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-27

Designations

• Certified Financial Planner

Other Names

• Buddy Dyer