Robert Coletta
Robert Coletta is a registered investment advisor at Osaic Wealth, INC., based in Santa Rosa Beach, FL, with 35 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
68 Brian Circle, Santa Rosa Beach, FL, 32459
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Robert owns Robert P Coletta Insurance as a sole proprietorship, dedicating minimal time. He also serves as a trustee, managing a trust with fiduciary obligations, spending minimal time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Amsouth Investment Services, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations4 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.