Robert Steven Gold

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

• 04/2016 → 09/2019
  Summit Brokerage Services Inc
  San Mateo, CA
• 04/2016 → 12/2019
  Summit Financial Group Inc
  San Mateo, CA
• 09/2019 → 12/2019
  Cetera Advisor Networks Llc
  San Mateo, CA
• 01/2020 → 01/2024
  Woodbury Financial Services Inc
  San Mateo, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Burlingame, CA

Previous Registrations

• 2020-01-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Burlingame, CA
  Torrance, CA
  San Mateo, CA
• 2016-04-22 → 2019-12-31
  Summit Financial Group Inc
  San Mateo, CA
• 2014-06-30 → 2016-03-04
  Stifel, Nicolaus & Company, Incorporated
  San Francisco, CA
  San Francisco, CA
• 2006-08-23 → 2014-07-01
  Wells Fargo Clearing Services, Llc
  New York, NY
  San Jose, CA
  San Jose, CA
  Palo Alto, CA
  New York, NY
• 2000-05-10 → 2005-02-01
  Morgan Stanley Dw Inc.
  San Francisc, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-05