Robert J Covello
Investment adviser representative at Oneamerica Securities, Inc.
10 yearsExperience
3 statesRegistered in
$306.1MFirm assets
27 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
10 years in the industry.
- Oneamerica Securities, Inc.Oct 2024 to now
- American United LifeAug 2024 to now
- Eagle Strategies LLCMar 2020 to Aug 2024
- Nylife Securities LLCFeb 2020 to Aug 2024
- New York Life Insurance CompanyNov 2019 to Aug 2024
- Minnesota Life Insurance CompanyMar 2017 to Dec 2019
- Securian Financial Services IncMar 2017 to Dec 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Oneamerica Securities, Inc.
$306.1MAssets managed
2,300Clients
338Advisers
27 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
- 2602341
- Firm CRD
- 4173