Robert James Schup
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Institutions, Inc.Oct 2026 to now
- Bayport Credit UnionOct 2026 to now
- LPL Financial LLCAug 2025 to Oct 2026
- UnemployedApr 2025 to Aug 2025
- Capital AnalystsDec 2023 to Apr 2025
- Lincoln InvestmentDec 2023 to Apr 2025
- Securities America Advisors, Inc.Nov 2020 to Dec 2023
- Securities America, Inc.Nov 2020 to Dec 2023
- Kms Financial Services, Inc.Apr 2019 to Nov 2020
- The O.N. Equity Sales CompanyApr 2018 to Apr 2019
- Opus Wealth StrategiesMar 2018 to Jan 2022
- Ohio National Financial ServicesFeb 2018 to Apr 2018
- Mid-atlantic Retirement SolutionsNov 2017 to Mar 2018
- Eastern Virginia BanksharesMar 2017 to Oct 2017
- Abnb Federal Credit UnionMay 2015 to Mar 2017
- Cuso Financial Services, LPMay 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2601876
- Firm CRD
- 35371