Roberto Alexandro Blanco
Investment adviser representative at Osaic Advisory Services, LLC
17 yearsExperience
9 statesRegistered in
$15.5BFirm assets
12 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
17 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCAug 2019 to now
- Strategic Wealth AdvisorsJun 2009 to now
- Triad AdvisorsAug 2019 to Aug 2024
- Triad Hybrid SolutionsAug 2019 to Aug 2024
- M Holdings Securities, Inc.Apr 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CO, FL, ND, NJ, NM, OK, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 2762071
- Firm CRD
- 171070