Robert Covello
Robert Covello is a registered investment advisor at Oneamerica Securities, INC., based in Denville, NJ, with 30 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
Denville, NJ
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2021Judgment / Lien
November 2019Criminal
April 1989Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, including fixed life and fixed annuities. He is also a board member of the Indian Lake Community Club.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.