Robert Stachura
Robert Stachura is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Millersville, MD, with 36 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
8684 Veterans Highway, Suite 202, Millersville, MD, 21108
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent offering disability insurance, indexed annuities, fixed annuities, and traditional life insurance since 2006, dedicating about a quarter of his time. He also owns TBD, LLC for warehousing and property purchases, requiring minimal time, and is an agent with Stonebridge Advisors Inc offering disability insurance, fixed annuities, indexed annuities, and long-term care insurance, dedicating about two-thirds of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations17 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.