Robert Toczylowski
Robert Toczylowski is a registered investment advisor at Osaic Wealth, INC., based in Fulton, MD, with 25 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
8115 Maple Lawn Blvd, Suite 350, Fulton, MD, 20759
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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
Robert is the sole member of Willow Wealth Management LLC, established for tax purposes, requiring minimal time. He also owns rental real estate, acting as property manager, and is a partner at Symmetry Financial Partners, where he focuses on outside insurance sales and financial planning, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations16 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.