Roberto Blanco
Roberto Blanco is a registered investment advisor at Osaic Wealth, INC., based in El Paso, TX, with 29 years of industry experience. Roberto 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
123 W. Mills Ave, Suite 200, El Paso, TX, 79901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roberto is a managing member of Strategic Wealth Advisors LLC and a representative for M Financial, selling LTC, disability, and life insurance. He also manages real estate holdings and is involved with several other entities, including Workforce Solutions Borderplex as Vice Chair/Chair.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Investors Capital CORP.Broker
Investors Capital Advisory
LPL Financial CorporationBroker
LPL Financial Corporation
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Eagle Strategies CORP
Nylife Securities INC.Broker
State Registrations14 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.