Robert Morales
Robert Morales is a registered investment advisor at Osaic Wealth, INC., based in Reno, NV, with 34 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
4755 Caughlin Pkwy, Suite C, Reno, NV, 89519
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Regulatory History (1)
Criminal
July 1975Other Business ActivitiesSells Insurance
Robert is a sales agent and owner at Bob Morales & Associates Inc. DBA Your Trusted Advisor, providing employee insurance. He is also a partner at MC2 Wealth Solutions LLC, offering financial services, and serves as a board member for Medtech Services, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations6 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.