Kerry Roberts
Kerry Roberts is a registered investment advisor at Osaic Wealth, INC., based in Buda, TX, with 35 years of industry experience. Kerry 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
589 N Fm 1626, Suite 309, Buda, TX, 78610
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Criminal
July 1987Other Business ActivitiesSells Insurance
Kerry is an insurance agent offering disability, long-term care, traditional life insurance, and fixed and equity-indexed annuities, dedicating about half of her time to this. She also offers life settlements and traditional life insurance, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Signator Investors, INC.Broker
Mony Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.