Robert Picha has been Manager of Business-Owner Strategies Group since April 2018, is a control person of the firm and directly owns under 5% of it.
Business-Owner Strategies Group, LLC is an Apex, NC firm with $135M under management, 272 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Robert F. Picha is Founding Partner of BSG Advisers. Picha helps clients with financial planning, investments, and insurance, and his experience includes JP Morgan Chase, Warburg Pincus Funds and Credit Suisse. His financial planning career began in 2010 at AXA Advisors in Raleigh, NC, where he teamed up with Laird Hepburn in the partnership that evolved into BSG Advisers.
Robert Picha’s longest registration is the current one, 8 years at Business-Owner Strategies Group since 2018. Before joining Business-Owner Strategies Group in 2018, Robert Picha was registered through MML Investors Services, LLC and Axa Advisors, LLC.
- MML Investors Services, LLC– · 4 yearsRaleigh, NC · Adviser representative · Firm CRD 10409
- Axa Advisors, LLC– · 3 yearsResearch Triangle Park, NC · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Robert Picha is registered as an investment adviser representative in 7 states. The first approvals date from September 2018; the most recent is New York, in June 2025.
- CaliforniaSince 12 April 2022
- FloridaSince 20 September 2024
- MarylandSince 23 July 2024
- New YorkSince 11 June 2025
- North CarolinaSince 26 September 2018
- TexasSince 19 May 2022
- VirginiaSince 15 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 October 2010 |
| Series 7 | General Securities Representative Examination | 28 September 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Francis Picha
- CRD
- 2820210
- Firm
- Business-Owner Strategies Group · CRD 297243
- Role
- Manager
- Office
- 56 HUNTER STREET, SUITE 230, Apex, NC 27502
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bsgadvisers.com
Where does Robert Picha work?
Robert Picha has been Manager of Business-Owner Strategies Group, LLC since April 2018, and is a control person of the firm.
Is Robert Picha a financial advisor?
Yes. Robert Picha has a current investment-adviser registration in California, Florida, Maryland, New York, North Carolina, Texas and Virginia, through Business-Owner Strategies Group since September 2018.
How many years of experience does Robert Picha have?
Robert Picha has 18 years in the financial industry, since November 2007, across 3 adviser firms.
What exams has Robert Picha passed?
Robert Picha has passed 4 licensing exams: the Series 63, Series 65, Series 7 and Series 66. The earliest, the Series 63, was passed in November 1996. FINRA credited Robert Picha with the SIE, which began in October 2018.
Where did Robert Picha work before Business-Owner Strategies Group?
Before Business-Owner Strategies Group, Robert Picha was registered through MML Investors Services, LLC, February 2014 to August 2018; Axa Advisors, LLC, October 2010 to January 2014.
Where is Robert Picha based?
Robert Picha’s registered office is in Apex, NC.
Is Robert Picha registered with FINRA?
No. Robert Picha has no current broker registration.
How can I verify Robert Picha’s record?
Search CRD 2820210 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Picha’s full registration record.
