Robert Howerter is a registered investment advisor at Osaic Wealth, INC., based in Middletown, NY, 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
12 Evergreen Dr, Middletown, NY, 10940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner of Quest Select Wealth Partners, Inc. for business expenses and employee benefits, an advisor at SAA, owner of Gaynor Mansion Associates LLC, a partner at Select Wealth Partners for marketing, and president of Select Tax & Accounting Team DBA STAT. Robert spends about half his time as an advisor at SAA.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations42 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.