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Robert Devita

Ausdal Financial Partners, INC.
37 Years of Experience
Downers Grove, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robert Devita is a registered investment advisor at Ausdal Financial Partners, INC., based in Downers Grove, IL, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3250 Lacey Road, Suite 130, Downers Grove, IL, 60515

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is involved with an outside insurance brokerage, focusing on fixed annuities and fixed life insurance.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
July 2010 - Present · 16 yrs 3 mos
Ausdal Financial Partners, INC.Broker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
AXA Advisors, LLCBroker
March 2006 - July 2010 · 4 yrs 4 mos
AXA Advisors, LLC
March 2006 - July 2010 · 4 yrs 4 mos
H&r Block Financial Advisors, INC.Broker
June 2004 - March 2006 · 1 yr 9 mos
H&r Block Financial Advisors, INC.
June 2004 - March 2006 · 1 yr 9 mos
Morgan Stanley
May 2004 - June 2004 · 1 mo
Morgan Stanley Dw INC.Broker
May 2004 - June 2004 · 1 mo
H&r Block Financial Advisors, INC.
July 2003 - May 2004 · 10 mos
H&r Block Financial Advisors, INC.Broker
June 1991 - May 2004 · 12 yrs 11 mos
First Gateway Securities INC.Broker
February 1991 - June 1991 · 4 mos
National Securities CorporationBroker
July 1990 - February 1991 · 7 mos
Titan/value Equities Group, INC.Broker
May 1990 - July 1990 · 2 mos
Jonathan Alan & CO., INC.Broker
October 1989 - May 1990 · 7 mos
Hibbard Brown & CO., INC.Broker
December 1988 - October 1989 · 10 mos
State Registrations13 states
AZCAFLIAILINMIMNMOOHSCVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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