Robert Anthony Bishop
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm assets
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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
14 years in the industry.
- Osaic Wealth, Inc.Sep 2020 to now
- Royal AllianceAug 2020 to now
- Securities Service NtworkJan 2018 to now
- Financial Vision, LLCOct 2017 to now
- New England Capital PlannersFeb 2016 to Sep 2017
- LPL Financial LLCFeb 2012 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6010626
- Firm CRD
- 23131