Robert F. Picha

BSG ADVISERS

Apex, NC 27502

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CRD#: 2820210

Professional summary

Robert Francis Picha, who also goes by Bobby Picha, Rob Picha, is a registered financial advisor currently at BSG ADVISERS located in Apex, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby Picha | Rob Picha

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) NAME: n/a; INV REL: Yes; ADDRESS: 113 Tayberry Ct, Holly Springs, NC 27540; NATURE: Sale of life, disability, long-term care, and related insurance products.; POSITION: Sole Prop; START DATE: 07/2010; HR/MO DURING TRADING: 20; HR/MO OUTSIDE TRADING: 10; DUTIES: Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Picha's CRS (Customer Relationship Summary).

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

September 26, 2018 - Present

BSG ADVISERS

Office #1: 56 Hunter Street Suite 230, Apex, NC 27502

RIA

CRD#: 297243

Apex, NC

Past

February 14, 2014 - August 17, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

RALEIGH, NC

Past

January 22, 2014 - August 17, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

RALEIGH, NC

Past

October 29, 2010 - January 9, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

RESEARCH TRIANGLE PARK, NC

Past

September 29, 2010 - January 9, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

RESEARCH TRIANGLE PARK, NC

Past

March 24, 1997 - January 10, 2000

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

CRD#: 15654

NEW YORK, NY

Past

November 14, 1996 - February 11, 1997

ROYCE INVESTMENT GROUP, INC.

CRD#: 10494

WOODBURY, 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

California
(4/12/2022)

IAR

Florida
(9/20/2024)

IAR

Maryland
(7/23/2024)

IAR

New York
(6/11/2025)

IAR

North Carolina
(9/26/2018)

IAR

Texas
(5/19/2022)

IAR

Virginia
(6/15/2024)

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 66

Date: 10/28/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/26/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2010

General Securities Representative Examination

Current Firm

BSG ADVISERS

BSG ADVISERS | BUSINESS-OWNER STRATEGIES GROUP, LLC

CRD#: 297243 / SEC#: 801-134480

Alabama

Registered Investment Advisory firm - (11/2/2018 Approved)

California

Registered Investment Advisory firm - (4/12/2022 Approved)

Florida

Registered Investment Advisory firm - (9/19/2024 Approved)

Kansas

Registered Investment Advisory firm - (6/4/2025 Approved)

Maryland

Registered Investment Advisory firm - (7/23/2024 Approved)

Mississippi

Registered Investment Advisory firm - (11/14/2018 Approved)

New York

Registered Investment Advisory firm - (6/11/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/26/2018 Approved)

Texas

Registered Investment Advisory firm - (4/10/2022 Approved)

Virginia

Registered Investment Advisory firm - (6/15/2024 Approved)

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Contact information

Main Address

56 Hunter Street Suite 230, Apex, NC 27502

Mailing Address

Phone number

(919) 267-4753

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BSG ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 114,989,000

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.

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Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

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Advisor Monitoring

Firm Stability Insights

Robert F. Picha

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Picha's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

ROYCE INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2010

Series 65

Date: 6/26/1998

Series 63

Date: 11/20/1996

SIE

Date: 8/17/2018

Series 7

Date: 9/28/2010

Current Firm

BSG ADVISERS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BSG ADVISERS

TRUST BUT VERIFY

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