Robert Berrin
Robert Berrin is a registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6501 Congress Avenue Ste 100, Boca Raton, FL, 33487
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Regulatory History (3)
Customer Dispute
March 2013Customer Dispute
November 2010Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Robert sells memberships to large employers for a chiropractor network, dedicating minimal time. He is also the president of Berrin MGMT Group, selling life insurance and annuities, which takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Gwn Securities INC.Broker
Pmg Securities CorporationBroker
Prime Capital Services, INC.Broker
Aragon Financial Services, INC.Broker
Lincoln Investment Planning, INC.Broker
Legend Capital CorporationBroker
State Registrations16 states
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.