Robert Mantle
Investment adviser representative at Osaic Wealth, Inc.
23 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- American PortfoliosJul 2024 to Oct 2024
- UnemployedDec 2023 to Jul 2024
- TD Bank N.A.Jan 2023 to Dec 2023
- TD Private Client Wealth LLCJan 2023 to Dec 2023
- UnemployedJan 2021 to Jan 2023
- TD Waterhouse Investor Services IncOct 2003 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3199150
- Firm CRD
- 23131