Robert Charles Keating

Osaic Wealth, INC.

25 Years of Experience

4 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

89 Headquarters Plaza North, Suite 1443, Morristown, NJ, 07960

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History

Regulatory History (4)

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Judgment / Lien

July 2025

Judgment / Lien

May 2025

Judgment / Lien

July 2022

Criminal

May 1994

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert works as an advisor for Wealthplan Partners, a registered investment advisory firm, dedicating nearly full-time hours. He also engages in insurance sales through Wealthplan Partners, spending a few hours per week on this activity.