Robert Cappadona is a registered investment advisor at Osaic Wealth, INC., based in Old Tappan, NJ, with 40 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
183 Old Tappan Road, Old Tappan, NJ, 07675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a real estate agent for rental properties since 2021 and an advisor for Garden State Capital Investments LLC since 2007, dedicating about a quarter of his time to the latter. The LLC is a business entity for tax and investment purposes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
Discount Corporation of New YorkBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.