Wade Roberts is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 30 years of industry experience. Wade 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2000Criminal
October 1990Other Business Activities
Wade is an Investment Advisor Representative (IAR) and registered representative at Roberts Wealth Management since 2021, dedicating nearly full-time hours to providing investment advice and financial planning. He also provides notary services, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
American Fronteer Financial CorporationBroker
Vtr Capital, INC.Broker
State Registrations13 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.