Wells Fargo Advisors
46yrs
Top advisor by experience in Pawleys Island
31yrs
Robert Keith is a fiduciary financial advisor in Pawleys Island, South Carolina, with 31 years in the industry. After 25 years at Osaic Fs, Robert joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 30 advisors with offices in Pawleys Island, and one of 29 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in South Carolina
Office241-B Willbrook Blvd, Pawleys Island, SC 29585
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 1999 – 2025Osaic Fs, 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
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About Robert
How do I contact Robert?
Call Osaic Wealth at 800-821-5100 and ask for Robert Keith. Robert works from the Pawleys Island, SC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 31 years. Top 12% by experience in South Carolina.
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.
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