Stanley Robbins
Stanley Robbins is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richboro, PA, with 22 years of industry experience. Stanley 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
95 Almshouse Road, Suite 303, Richboro, PA, 18954
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Stanley is an agent/owner/general partner at Life Ideal LLC, offering disability insurance, fixed annuities, long-term care insurance, and traditional fixed life insurance, dedicating a few hours per week. Stanley also owns rental real estate property since 2007, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC Investments
PNC InvestmentsBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations4 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.