Peter Brian Robertson

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 1997-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) PETER ROBERTSON 18400 VON KARMON AVENUE, SUITE 500 IRVINE, CA 92612-5011 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED INSURANCE PRODUCTS START DATE: 01/2007 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 3) PEAK FINANCIAL GROUP 18400 VON KARMAN AVE, SUITE 400 IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY, LONG-TERM CARE AND TRADITIONAL INSURANCE ALONG WITH PREMIUM FINANCING AND FIXED ANNUITIES. START DATE: 03/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 4) PETER ROBERTSON, LLC 18400 VON KARMANN AVE., SUITE 400 IRVINE, CA 92612 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY IS USED TO MANAGE BUSINESS EXPENSES. START DATE: 10/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-26

Designations

• Chartered Financial Consultant