Robert Gueriera, financial advisor Malvern PA

Robert Gueriera

CRD Number: 1983908
Current Firm: Osaic Wealth, Inc.

Robert Gueriera (CRD# 1983908) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Malvern, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Malvern, PA Nov 2023 - Current < 1
Wharton Wealth Management, LLC Malvern, PA Aug 2016 - Current 7
Wharton Benefits Group Exton, PA Jan 2000 - Current 24
Wharton Business Group Exton, PA Mar 1998 - Current 26
Fsc Securities Corporation Exton, PA Jul 1998 - Nov 2023 25
Csenge Advisory Group Clearwater, FL May 2017 - Aug 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Robert C. Gueriera
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • DE
  • FL
  • IN
  • MO
  • NH
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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