Robert Alan Lanciault

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

Authority	Category	Status	Date
NV	RA	APPROVED	2021-02-25
SC	RA	APPROVED	2020-11-09
CT	RA	APPROVED	2017-01-03
KS	RA	APPROVED	2016-12-06
PA	RA	APPROVED	2014-10-27
NJ	RA	APPROVED	2013-12-12
OH	RA	APPROVED	2013-12-11
FL	RA	APPROVED	2010-11-15
RI	RA	APPROVED	2010-11-11
VA	RA	APPROVED	2010-05-25
CA	RA	APPROVED	2009-01-16
NC	RA	APPROVED	2008-06-03
MA	RA	APPROVED	2004-03-01

NV RA
APPROVED

Since 2021-02-25
SC RA
APPROVED

Since 2020-11-09
CT RA
APPROVED

Since 2017-01-03
KS RA
APPROVED

Since 2016-12-06
PA RA
APPROVED

Since 2014-10-27
NJ RA
APPROVED

Since 2013-12-12
OH RA
APPROVED

Since 2013-12-11
FL RA
APPROVED

Since 2010-11-15
RI RA
APPROVED

Since 2010-11-11
VA RA
APPROVED

Since 2010-05-25
CA RA
APPROVED

Since 2009-01-16
NC RA
APPROVED

Since 2008-06-03
MA RA
APPROVED

Since 2004-03-01

Branch Locations

Mendon, MA • United States

286 Boston Post Road, Wayland, MA 01778 • 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
Royal Alliance Associates, Inc.	Taunton	MA	01/1997	Present
Robert A. Lanciault Insurance Agency, Inc	Taunton	MA	03/1995	Present
Royal Alliance Associates, Inc.	Taunton	MA	07/2005	Present

01/1997 → Present

Royal Alliance Associates, Inc.

Taunton, MA
03/1995 → Present

Robert A. Lanciault Insurance Agency, Inc

Taunton, MA
07/2005 → Present

Royal Alliance Associates, Inc.

Taunton, MA

Previous Registrations

2007-01-22 → 2011-02-23

Farrell Financial Services

Taunton, MA
2004-09-03 → 2006-12-31

Farrell Financial Services

Taunton, MA

Other Businesses

1) ROBERT LANCIAULT INSURANCE, INC. D/B/A KINETIC FINANCIAL ADVISORS POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2011 ADDRESS: Main Address: 8 Daniels Rd, Mendon MA 01756, United States DESCRIPTION: Sell life, disability, long term care, and medical insurance. 2) BOSTON WEALTH MANAGEMENT, LLC POSITION: Registered Rep and Investment Advisory Representative NATURE: Boston Wealth Management (BWM) is structured as an LLC. Phillip Wong is the managing principal of BWM; and is my Managing Executive with Royal Alliance. I will be using the name as my marketing identification. In addition the sale of securities, BWM is licensed as a life and health insurance agent; and as such, at times I will be providing life insurance through BWM. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 100 START DATE: 05/15/2017 ADDRESS: 286 Boston Post Rd, Wayland MA 01778, United States DESCRIPTION: I am a registered representative of Royal Alliance; and, an Investment Advisory Representative of the Corporate RIA. In addition to these activities I sell life and health insurance.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-11-02
S63	Uniform Securities Agent State Law Examination	1986-04-18

S65 Uniform Investment Adviser Law Examination

1998-11-02
S63 Uniform Securities Agent State Law Examination

1986-04-18

Designations

Chartered Financial Consultant

View on SEC IAPD