Unclaimed Profile

Dale Robert Anderson

WALL STREET FINANCIAL GROUP, INC.·FAIRPORT, New York

SIE, Series 6TO, Series 7, Series 24, Series 26, Series 63, Series 65, Series 99TOClean record21 years registeredWALL STREET FINANCIAL GROUP, INC.

255 WOODCLIFF DR, FAIRPORT, NY 14450CRD# 1378651Firm CRD# 35830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Robert Anderson · FAIRPORT, NY

Registration

CRD #1378651 · WALL STREET FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Sep 2016 – Jun 2024

FAIRPORT, NY

WALL STREET FINANCIAL GROUP, INC

Jan 2005 – Sep 2016

VICTOR, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · January 27, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALL STREET FINANCIAL GROUP, INC.

CRD 35830 · SEC 801-58292

AUM

$448M

Regulatory assets under management

Employees

2,408 client accounts

Services offered by WALL STREET FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WALL STREET FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Dale Robert Anderson offer?

Dale Robert Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Dale Robert Anderson's credentials?

Dale Robert Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale Robert Anderson located?

Dale Robert Anderson is based in FAIRPORT, New York, working with WALL STREET FINANCIAL GROUP, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Dale Robert Anderson charge for services?

Dale Robert Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALL STREET FINANCIAL GROUP, INC.?

WALL STREET FINANCIAL GROUP, INC. has approximately 52 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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