Robert Anderson Pearl
Investment adviser representative at Osaic Advisory Services, LLC
10 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2023 to now
- Triad Hybrid SolutionsJun 2023 to now
- Triad AdvisorsJun 2023 to Aug 2024
- Cetera Advisors LLCSep 2022 to Jun 2023
- Sageview Advisory Group, LLCSep 2021 to Jun 2023
- First Allied Advisory Services, Inc.Apr 2017 to Sep 2022
- First Allied Securities, Inc.Mar 2017 to Sep 2022
- Cig Asset Management, Inc.Apr 2016 to Mar 2017
- Cig Capital AdvisorsApr 2016 to Mar 2017
- Cig Risk Management, Inc.Apr 2016 to Mar 2017
- Cig Securities, Inc.Apr 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 14 states (AK, AZ, CA, CO, FL, IN, MD, MI, NM, NV, OH, PA, TX, VA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6024493
- Firm CRD
- 171070