Robert Gueriera
Robert Gueriera is a registered investment advisor at Osaic Wealth, INC., based in Malvern, PA, 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
110 N Phoenixville Pike, Suite 300, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert has several business activities, including passive investments in real estate partnerships, owning Wharton Funding Co., Wharton Wealth Management, and Wharton Business Group. He also works as an insurance agent/broker selling fixed life insurance and annuities, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Wharton Wealth Management, LLC
Previous Registrations
Csenge Advisory Group, LLC
Fsc Securities Corporation
Princor Financial Services CorporationBroker
Fsc Securities CorporationBroker
Princor Financial Services CorporationBroker
Carillon Investments, INC.Broker
State Registrations32 states
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