Robert Scalzetti is a registered investment advisor, based in Bensalem, PA, with 18 years of industry experience.
Location
4030 Hulmeville Rd, Bensalem, PA, 19020
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.Broker
July 2025 - Present · 10 mos
State Farm Vp Management CORP.
July 2025 - Present · 10 mos
State Farm Investment Management CORP.
July 2025 - Present · 10 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
January 2019 - September 2023 · 4 yrs 8 mos
Mutual of Omaha Investor Services, INC.
January 2019 - September 2023 · 4 yrs 8 mos
W&s Brokerage Services, INC.Broker
January 2018 - December 2018 · 11 mos
Invest Financial Corporation
August 2016 - September 2017 · 1 yr 1 mo
Invest Financial CorporationBroker
August 2016 - September 2017 · 1 yr 1 mo
M&t Securities, INC.
June 2016 - July 2016 · 1 mo
M&t Securities, INC.Broker
March 2016 - July 2016 · 4 mos
Santander Securities LLCBroker
February 2016 - March 2016 · 1 mo
Invest Financial CorporationBroker
October 2015 - February 2016 · 4 mos
Essex National Securities, LLCBroker
August 2014 - October 2015 · 1 yr 2 mos
The Leaders Group, INC.Broker
January 2014 - August 2014 · 7 mos
Ing Financial Partners, INC.Broker
November 2012 - December 2013 · 1 yr 1 mo
Wall and Company Securities, INC.Broker
March 2007 - April 2007 · 1 mo
Usallianz Securities, INC.Broker
March 2005 - September 2006 · 1 yr 6 mos
The Leaders Group, INC.Broker
August 2003 - November 2004 · 1 yr 3 mos
Wachovia Securities, LLCBroker
October 2000 - August 2003 · 2 yrs 10 mos
First Union Brokerage Services, INC.Broker
October 1999 - October 2000 · 1 yr
Pruco Securities CorporationBroker
June 1998 - August 1999 · 1 yr 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.