Robert Bedritis, financial advisor Lake Oswego OR
93 score

Robert Bedritis

CRD Number: 1058646
Current Firm: Oswego Wealth Management Inc.

Robert Bedritis (CRD# 1058646) is an Investment Advisor Representative working at Oswego Wealth Management Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Lake Oswego, OR Mar 2015 - Current 1
Craig Childress, Inc. Lake Oswego, OR Feb 2015 - Current 1
Paradigm Capital Group Lake Osweego, OR Nov 2014 - Current 2
Princor Financial Services Corporation Lake Oswego, OR Sep 2014 - Feb 2015 < 1
Principal Life Insurance Company Lake Oswego, OR Sep 2014 - Feb 2015 < 1
Strategic Capital Alternatives, LLC Gig Harbor, WA Feb 2014 - Sep 2014 < 1
Aequitas Capital Portland, OR May 2013 - Jan 2014 < 1
Ram Investment Partners, LLC Bellevue, WA Apr 2012 - Mar 2013 < 1
Proequities, Inc. Portland, OR Jun 2008 - Feb 2013 4
Protective Life Cincinnati, OH Dec 2007 - Feb 2013 5
Provest Capital Management Lake Oswego, OR Jun 2010 - Jun 2012 2
Wealth Strategies Group, LLC Lake Oswego, OR Jan 2008 - Jun 2010 2
Private Consulting Group, Inc. Portland, OR Jan 2007 - Dec 2007 < 1
Bas Management LLC Portland, OR Oct 2006 - Dec 2006 < 1
Beacon Alternative Strategies LLC Portland, OR Jun 2006 - Dec 2006 < 1
Beacon Rock Capital, LLC Portland, OR Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Robert E. Bedritis
Phone Number: 503-342-2249
Firm Website: http://oswegowealth.com/
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $69,536
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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