Robert Francis Picha
Investment adviser representative at Bsg Advisers
13 yearsExperience
7 statesRegistered in
$134.8MFirm assets
Under 1 yearFirm 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
13 years in the industry.
- Intelligent Insights, Inc.Nov 2020 to now
- Bsg AdvisersSep 2018 to now
- Business-owner Strategies Group, LLCAug 2018 to now
- MML Investors ServicesJan 2014 to Aug 2018
- Mass Mutual Life Insurance CompanyDec 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, MD, NC, NY, TX, VA).
Bsg Advisers
Legal name: Business-owner Strategies Group, LLC
$134.8MAssets managed
272Clients
6Advisers
Under 1 yearIn 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
- 2820210
- Firm CRD
- 297243