Robert Utsey
Robert Utsey is a registered investment advisor at Osaic Wealth, INC., based in Orangeburg, SC, 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
1031 Middleton Street, Orangeburg, SC, 29116
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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 is the president of an insurance agency, R. L. Utsey & Co., Inc., where he sells health and life insurance, and an investment advisor representative with Securities America Advisors. He also serves as treasurer for First Baptist Church, manager of W. S. Utsey & Co., LLC (a timberland investment), deputy historian for the Theta Commission, and power of attorney for Mimi E. Wannamaker.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Manequity, INC.Broker
Royal Alliance Associates, INC.Broker
Princor Financial Services CorporationBroker
State Registrations11 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.