Osaic Wealth
45yrs
Top advisor by experience in North Palm Beach
43yrs
Robert McCabe is a fiduciary financial advisor in North Palm Beach, Florida, with 43 years in the industry. After a year at Dominari Securities and nine years at Morgan Stanley, Robert joined Oppenheimer & Co. in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 70 advisors with offices in North Palm Beach, and one of 68 fiduciaries.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in Florida
Office11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOppenheimer & Co. Inc.Current firm
- Jun 2019 – Nov 2020Dominari Securities LLCPreviously
- 2009 – 2018Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (561) 383-3912 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Robert McCabe.
How long has Robert been a financial advisor?
Robert has been in the industry since 1984, about 43 years. Top 2% by experience in Florida.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
45yrs
Top 1% by experience in Florida
Morgan Stanley
43yrs
Top 2% by experience in Florida
Oppenheimer & Co.
42yrs
Top 2% by experience in Florida
Oppenheimer & Co.
41yrs
Top 3% by experience in Florida
Edward Jones
41yrs
Top 1% by experience at Edward Jones