Robert Freeman Grady
Investment adviser representative at Osaic Institutions, Inc.
15 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
15 years in the industry.
- Osaic Institutions, Inc.May 2025 to now
- Southern BankMay 2025 to now
- First Citizens Investor ServicesJan 2022 to May 2025
- Minnesota LifeJul 2021 to Jan 2022
- Securian Financial Services IncJul 2021 to Jan 2022
- Virginia Asset ManagementJul 2021 to Jan 2022
- UnemployedMay 2021 to Jun 2021
- East Carolina UniversityAug 2017 to May 2021
- UnemployedMay 2017 to Jul 2017
- Arendell Parrott AcademyJul 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7399949
- Firm CRD
- 35371