Rita Robbins is a registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 41 years of industry experience. Rita 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
310 Riverside Drive, Suite 1420, New York, NY, 10025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rita owns The Lavender Project LLC, a lavender farm, and dedicates minimal time to it. She is also the Secretary of Town Hall, a non-profit historic landmark venue, spending a few hours per week on this role. Rita is also the President of Affiliated Advisors LLC, which takes nearly all of her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Affiliated Advisors, INC.
Invescor Wholesale Bd, INC.Broker
Affiliated Advisors, INC.
Ing Financial Partners, INC.Broker
Lord, Abbett & CO.Broker
State Registrations53 states
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