Robert Bartolotta
Robert Bartolotta is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, 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
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 1998Customer Dispute
March 1995Employment Separation After Allegations
December 1993Customer Dispute
September 1993Other Business ActivitiesSells Insurance
Robert is the CEO/CCO of Novem Group, a registered principal and representative and investment advisor representative with Osaic Wealth, Inc., and board president of Novem Foundation. He also works as an insurance agent recommending life insurance and owns rental properties, dedicating minimal time to the foundation and insurance sales, and a few hours per week to the rental properties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Novem Group
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Mfi Investments CORP.Broker
Vision Investment Group, INC.Broker
New England SecuritiesBroker
Monarch Securities, INC.Broker
State Registrations52 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.