Robert Whitbeck
Robert Whitbeck is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, 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
400 Meridian Centre, Suite 110, Rochester, NY, 14618
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2023Customer Dispute
March 2012Customer Dispute
March 2009Criminal
June 1972Other Business ActivitiesSells Insurance
Robert is an insurance agent since 1989, offering accident/health, disability, fixed annuities, index annuities, fixed life settlements, fixed life premium financing and traditional life insurance. This takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations21 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.