Robert Rolfe (CRD# 2458715) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oswego, NY and has over 29 years of experience in the finance industry.
CRD# 6846958
Lpl Financial LLC
CRD# 5234679
Cetera Investment Advisers LLC
CRD# 2272479
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Oswego, NY | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Oswego, NY | Mar 2018 - Sep 2023 | 5 |
| Mml Investors Services, LLC | Oswego, NY | Mar 2017 - Mar 2018 | 1 |
| Metlife Securities | Syracuse, NY | May 2015 - Mar 2018 | 2 |
| Harmony Financial Services | Oswego, NY | May 2013 - May 2015 | 2 |
| Cadaret, Grant & Company, Inc. | Oswego, NY | Jun 2000 - May 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- NY
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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