Robert Clay Groce
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsMar 2023 to Nov 2024
- Securities America, Inc.Mar 2023 to Jun 2024
- Wilkerson FinancialSep 2019 to Jan 2020
- LPL Financial, LLCAug 2019 to Mar 2023
- UnemployedJun 2019 to Aug 2019
- Western Kentucky UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7173407
- Firm CRD
- 171070