Robert Crothers
Robert Crothers is a registered investment advisor at Osaic Wealth, INC., based in Holbrook, NY, with 38 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
4250 Veterans Memorial Highway, 4TH Floor East, Holbrook, NY, 11741
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
January 2005Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Gbi Capital Partners INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
A.J. Michaels & CO., LTD.Broker
Investors Center, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations31 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.