Robert E. Bedritis

OSWEGO PRIVATE WEALTH MANAGEMENT

Lake Oswego, OR 97035

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CRD#: 1058646

Professional summary

Robert Edgar Bedritis is a registered financial advisor currently at OSWEGO PRIVATE WEALTH MANAGEMENT located in Lake Oswego, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 3/23/2015 - Lenz Financial Group - DBA: Oswego Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 3/16/15 - Time Spent 5% - Fixed life, fixed annuities, LTC, disability, universal indexed life, immediate fixed annuities. 2. 3/23/2015 - Oswego Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/16/15 - Time Spent 15%. 3. 7/20/2021 - Oswego Private Wealth Management, LLC - DBA: Oswego Private Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2021 - 160 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edgar Bedritis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 10, 2023 - Present

OSWEGO PRIVATE WEALTH MANAGEMENT

Office #1: 5335 Meadows Road Suite 375, Lake Oswego, OR 97035

RIA

CRD#: 317174

Lake Oswego, OR

Past

February 8, 2021 - June 30, 2021

OSWEGO WEALTH MANAGEMENT, INC.

RIA

CRD#: 307378

TUALATIN, OR

Past

December 22, 2020 - December 22, 2020

OSWEGO WEALTH MANAGEMENT, INC.

RIA

CRD#: 307378

TUALATIN, OR

Past

April 23, 2018 - July 21, 2020

WELLSPRING ADVISORS, INC.

RIA

CRD#: 147861

LAKE OSWEGO, OR

Past

April 17, 2018 - November 9, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

LAKE OSWAGO, OR

Past

March 23, 2015 - November 9, 2023

CRD#: 1137

LAKE OSWEGO, OR

Past

March 13, 2014 - October 7, 2014

SCA

RIA

CRD#: 153269

LAKE OSWEGO, OR

Past

April 22, 2013 - August 9, 2013

AVIER WEALTH ADVISORS

RIA

CRD#: 161077

BELLEVUE, WA

Past

September 3, 2010 - June 28, 2012

PROVEST CAPITAL MANAGEMENT LLC

RIA

CRD#: 153702

LAKE OSWEGO, OR

Past

July 1, 2008 - March 1, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

LAKE OSWEGO, OR

Past

July 26, 2007 - December 21, 2007

CRD#: 566

PORTLAND, OR

Past

March 25, 2005 - June 17, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PORTLAND, OR

Past

October 20, 2004 - June 17, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

March 28, 2003 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

August 17, 2001 - November 26, 2001

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

May 23, 1991 - January 5, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 30, 1989 - May 15, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(8/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/1991

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/6/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/1999

General Securities Principal Examination

Current Firm

OSWEGO PRIVATE WEALTH MANAGEMENT

OSWEGO PRIVATE WEALTH MANAGEMENT | OSWEGO PRIVATE WEALTH MANAGEMENT LLC

CRD#: 317174 / SEC#:

Oregon

Registered Investment Advisory firm - (8/9/2023 Approved)

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Contact information

Main Address

5335 Meadows Road Suite 375, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 931-8104

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 55,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Robert E. Bedritis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edgar Bedritis's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSWEGO WEALTH MANAGEMENT, INC.

OSWEGO WEALTH MANAGEMENT, INC.

WELLSPRING ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLSPRING ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

SCA

AVIER WEALTH ADVISORS

PROVEST CAPITAL MANAGEMENT LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

PRIVATE CONSULTING GROUP, INC.

PRIVATE CONSULTING GROUP, INC.

BAS MANAGEMENT, LLC

BEACON ROCK CAPITAL, LLC

BEACON ALTERNATIVE STRATEGIES LLC

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

M HOLDINGS SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/2004

Series 63

Date: 11/11/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/6/1991

Series 6

Date: 8/29/1989

Series 10

Date: 10/6/2005

Series 24

Date: 6/22/1999

Current Firm

OSWEGO PRIVATE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OSWEGO PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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