RO
Robert F. Oden
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
FT. LAUDERDALE, FL 33316
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CRD#: 1174272
RO
Professional summary
Robert Frank Oden is a registered financial advisor currently at STRATEGIC ASSET MANAGEMENT GROUP ADVISORS located in Ft. Lauderdale, Florida and LINCOLN INVESTMENT located in Pompano Beach, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 6 firms and has passed the Series 63, SIE and Series 7 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.
INVESTMENT REAL ESTATE
POSITION: I am an investor in commercial real estate. We have owned the properties for 30 plus years andwe are the only owners . NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1981
ADDRESS: 2520 NE 33 street, Lighthouse point FL 33064, United States
DESCRIPTION: Occasionally discuss with the property manager maintenance and tenant issues that come up.
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
POSITION: President and an investment advisor representative, NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1990
ADDRESS: 2000 N. Federal Highway, Suite 202, Pompano Beach FL 33062, United States
DESCRIPTION: Asset Managment and Advisory
INSURANCE
POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/10/1981
ADDRESS: 2000 N. Federal Highway, Suite 202, Pompano Beach FL 33062, United States
DESCRIPTION: Sales and Service of existing life insurance and fixed annuities
SAM Operations, LLC
Position: Managing Member, Owner Nature: Holding company used to pay company expenses only. Investment Related: No Hours: 25 Securities Trading Hours: 25 Start Date: 7/31/2013 Address: 2000 N. Federal Highway, Suite 202 Pompano Beach, FL 33062 Description: Paying company expenses
CRS (Client Relationship Summary) - RIA
Click below to view Robert Frank Oden'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®
NoneExperience
Current
September 15, 2005 - Present
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
Office #1: 800 S. Andrews Avenue Suite 204, Ft. Lauderdale, FL 33316RIA
CRD#: 135832
FT. LAUDERDALE, FL
Current
June 1, 2012 - Present
LINCOLN INVESTMENT
Office #1: 2000 North Federal Highway Suite 202, Pompano Beach, FL 33062RIA
BD
CRD#: 519
Pompano Beach, FL
Past
August 10, 2009 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
FORT LAUDERDALE, FL
Past
January 17, 1992 - August 8, 2007
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
FORT LAUDERDALE, FL
Past
March 31, 1989 - August 12, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
FORT LAUDERDALE, FL
Past
February 24, 1989 - March 31, 1989
LOWRY FINANCIAL SERVICES CORPORATION
BD
CRD#: 7291
NORTH PALM BEACH, FL
Past
December 19, 1984 - March 8, 1989
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS INC | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
CRD#: 135832 / SEC#: 801-68978
RIA
Registered Investment Advisory firm - (3/31/2008 Approved)Florida
Registered Investment Advisory firm - (4/3/2008 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/5/2025)
IAR
Florida(9/15/2005)
RR
Florida(6/2/2012)
RR
Georgia(6/1/2012)
RR
New York(6/1/2012)
RR
Pennsylvania(1/3/2023)
RR
Tennessee(6/1/2012)
RR
Utah(8/5/2025)
RR
West Virginia(6/1/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS INC | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
CRD#: 135832 / SEC#: 801-68978
RIA
Registered Investment Advisory firm - (3/31/2008 Approved)Florida
Registered Investment Advisory firm - (4/3/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 North Federal Highway Suite 202, Pompano Beach, FL 33062
Mailing Address
Phone number
(954) 473-1110
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 394 |
| AUM (Assets Under Management) | $ 376,705,928 |
Red Flags
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Company Information
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
CRD#: 135832Ft. Lauderdale, FL 33316TRUST BUT VERIFY
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