Calvin Thomas Robinson
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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.
- Osaic Wealth, Inc.Nov 2020 to now
- Triad Advisors LLCFeb 2023 to Aug 2024
- Securities America, Inc.Feb 2023 to Jun 2024
- Woodbury Financial Services, Inc.Nov 2020 to Jan 2024
- Fsc Securities CorpNov 2020 to Nov 2023
- Sagepoint Financial, Inc.Nov 2020 to Sep 2023
- Securities America AdvisorsOct 2020 to Nov 2020
- Securities America, Inc.Oct 2020 to Nov 2020
- Kms Financial Services, IncJan 2018 to Nov 2020
- Goldbloom Wealth Management LLCDec 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6624436
- Firm CRD
- 23131