Robert Martin
Robert Martin is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, 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
10150 Highland Manor Drive, Suite 200, Tampa, FL, 33610
Get directionsHistory
Regulatory History (2)
Criminal
January 2000Criminal
July 1997Other Business ActivitiesSells Insurance
Robert solicits fixed insurance business, including life, disability, and long-term care insurance and fixed annuities, dedicating minimal time to this. He also works nearly full-time as an Investment Advisor Representative and financial advisor, selling securities and insurance products through CornerstonCFO and MyPFA.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations9 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.