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Robert Anthony Andreacchio

Investment Adviser Representative at LAUREL OAK WEALTH MANAGEMENT, LLC

Marlton, NJCRD #3002848Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
37 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Anthony Andreacchio has worked in the securities industry since 1998. They are registered to provide investment advisory services in 37 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 37 states
AlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIdahoIllinoisIndianaIowaLouisianaMaineMarylandMassachusettsMichiganMissouriNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/5/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/18/1998
Series 24
General Securities Principal Examination
Passed 2/25/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Laurel OAK Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAUREL OAK WEALTH MANAGEMENT, LLCCurrent
7/23/2025Marlton, NJ
AMERIPRISE FINANCIAL SERVICES, LLC
7/29/20028/4/2025Newark, DE

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Anthony Andreacchio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Anthony Andreacchio - Financial Advisor in Marlton, NJ | AdvisorFinder