Robert Friedman
Robert Friedman is a registered investment advisor at Osaic Wealth, INC., based in Coral Springs, FL, with 50 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
5421 University Drive, Suite 101, Coral Springs, FL, 33067
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2024Customer Dispute
May 2023Employment Separation After Allegations
November 2003Customer Dispute
June 1999Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Robert is a board member for the Urban League and Water Oak Estates Homeowners Association, and a volunteer for the Palm Beach County Sherriff's Office. He also sells fixed life insurance through RMF Financial, First Financial Resources, and Simplicity Group, dedicating about half his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations19 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.