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Robert M

Series 63

Westlake Village, CA

OSAIC

Robert Mummey is a financial advisor with OSAIC Wealth, Inc., holding a Series 63 license and bringing 52 years of industry experience. He has been with OSAIC since 2013 and has a long tenure with National Life Insurance of Vermont dating back to 1985. Outside of his advisory work, he is a coauthor of an autobiography titled *Arturo's Dream*, which reflects on personal family experiences, and he serves as a board member of the World Children Transplant Fund, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment products while supporting multiple platforms and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew M

Series 66

Westlake Village, CA

OSAIC

Matthew Mcgraw is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Securities America Advisors and SECURITIES AMERICA, inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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