Robert Gleason is a registered investment advisor at Osaic Wealth, INC., based in Kingston, MA, 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
17 Foxworth Lane, Kingston, MA, 02364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a realtor for Boston Connect Real Estate Services, focusing on single-family home sales, mostly on weekends. This takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
National Securities CorporationBroker
Sunamerica Securities, INC.Broker
G.R. Stuart & Company, INC.Broker
Financial Securities Network,inc.Broker
Commonwealth Equity Services, INC.Broker
State Registrations5 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.