Robert Gianchiglia
Robert Gianchiglia is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Worcester, MA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
Worcester, MA
Get directionsHistory
Regulatory History (8)
Customer Dispute
August 2020Customer Dispute
March 2017Customer Dispute
November 2014Customer Dispute
November 2014Customer Dispute
April 2013Customer Dispute
September 2003Criminal
October 1974Criminal
April 1973Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
New England SecuritiesBroker
Reliastar Financial Marketing CORP.Broker
State Registrations1 state
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.