Robert Huntington is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wilmington, DE, with 21 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
2711 Centerville Road, Suite 205, Wilmington, DE, 19808
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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.
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Robert is an online adjunct instructor teaching finance courses at Southern New Hampshire University since 2021. This takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Citizens Investment Services
Citizens Securities, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
Santander Securities
Santander Securities
Santander Securities LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
PNC InvestmentsBroker
PNC Investments
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations2 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.