Douglas Robinson is a registered investment advisor at Osaic Wealth, INC., based in Mill Valley, CA, with 42 years of industry experience. Douglas 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
27 Reed Boulevard, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Douglas is a Principal at RCM Robinson Capital Management LLC since 2005, providing investment advisory services. He also owns rental income property since 2023, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Rcm Robinson Capital Management LLC
Previous Registrations
Securities America, INC.Broker
Foothill Securities, INC.Broker
Eplanning Securities, INC.Broker
Sutter Securities IncorporatedBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Dean Witter Reynolds INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Sutro & CO. IncorporatedBroker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.