Robert Protesto
Robert Protesto is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bala Cynwyd, PA, with 17 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
One Bala Plaza, 231 St. Asaphs Rd, Ste 429, Bala Cynwyd, PA, 19004
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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 an Investment Advisor Representative with American Portfolios Advisors, Inc. He also works with Haddon Planning as a broker, and with Upper Darby Bell Telco FCU, BHCU, and Forge Federal CU selling insurance and fixed products, dedicating about a quarter of his time to BHCU and a few hours per week to the other two.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pss Benefits, LLC
Bcg Securities, INC.Broker
Bcg Securities, INC.
PNC Investments
PNC InvestmentsBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations13 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.