Adviser and broker representative · Osaic Wealth, Inc.
Patricia P. Robertson
CRD 2849551 · Costa Mesa, CA
At a glance
Patricia P. Robertson is an investment adviser representative with Osaic Wealth, Inc. in Costa Mesa, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2004, about 22 years ago. Patricia is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since June 2010Costa Mesa, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Patricia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Lee C. BashforthCosta Mesa
- Marie L. CammackCosta Mesa
- Brent DennardCosta Mesa
- William R. FarrajCosta Mesa
- James Q. GilmoreCosta Mesa · Certified Financial Planner
- Jeffrey F. HatfieldCosta Mesa
- Matthew A. KasaCosta Mesa
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