Robert Foster Mcguirk

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

• 04/2017 → 08/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2017 → 04/2017
  Pf Changs
  Charlotte, NC
• 10/2015 → 02/2017
  Pf Changs
  Myrtle Beach, SC
• 10/2018 → 05/2020
  Lpl Financial Llc
  Albany, NY
• 06/2024 → 11/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2025 → 11/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2020 → 12/2021
  Unemployed
  Troy, NY
• 12/2021 → 06/2023
  The Law Office Of Carolyn A. D'AGostino
  Clifton Park, NY
• 06/2023 → 08/2023
  Burke & Casserly, Pc
  Albany, NY
• 08/2023 → 05/2024
  Razzano Law, Pllc
  Albany, NY
• 11/2025 → Present
  Osaic Wealth, Inc.
  Gahanna, OH

Other Businesses

1. DBA BISHOFF FINANCIAL (BFG) POSITION: ParaPlanner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2024 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: -Assists lead advisor with meeting prep, in person meeting with clients -Follow up with clients on account questions -Internal team projects 2. FIXED INSURANCE (BIA) POSITION: Admin NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/17/2024 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: -Support role for fixed insurance business that is processed on behalf for financial planning clients 3. DBA BISHOFF TAX ADVISORS (BTA) POSITION: Admin NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/17/2024 ADDRESS: 38 Water Lily Way, Coto de Caza CA 92679, United States DESCRIPTION: -Support tax team and administration in preparation of tax returns during tax season 4. THE LAW OFFICE OF ROBERT F. MCGUIRK, PLLC POSITION: Owner/Managing Attorney NATURE: Law Office providing estate planning services, including drafting trusts and wills, poas, hcp, living wills, TOD deeds, and QDROs to clients based in NY. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 09/12/2024 ADDRESS: 326 Lansing Avenue, Troy NY 12182, United States DESCRIPTION: Provide legal services for clients, business development, draft documents, submit documents to court

Exams

• S66 Uniform Combined State Law Examination
  2025-04-16
• S63 Uniform Securities Agent State Law Examination
  2017-05-17

Designations

• Certified Financial Planner

Other Names

• Robert Foster Mcguirk
• Robbie Foster Mcguirk
• Robert Mcguirk