Adviser and broker representative · Osaic Institutions, Inc.
Robert J. Montag Jr.
CRD 4535078 · Blairsville, PA
At a glance
Robert J. Montag Jr. is an investment adviser representative with Osaic Institutions, Inc. in Blairsville, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2010, about 15 years ago. Robert is also registered as a broker representative.
Current advisory firm
- Osaic Institutions, Inc.Since October 2015Blairsville, PA · $6.5B in regulatory assets
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’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.
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Every advisor at Osaic Institutions, Inc. →Osaic Institutions, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Blairsville, PA →Advisor Moves: who changed firms this week →