Osaic Wealth
47yrs
Top advisor by experience in Worcester
34yrs
Robert Cotter has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Worcester, Massachusetts. Robert joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience nationwide
Office100 Front St Suite 610 6th Floor, Worcester, MA 01608
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- Sep 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact Robert
Local office(508) 752-6773Ask for Robert. (314) 875-3000Main office · St. Louis, MO 100 Front St Suite 610 6th FloorWorcester, MA 01608Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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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 Robert’s local office at (508) 752-6773 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Cotter.
How long has Robert been a financial advisor?
Robert has been in the industry since 1993, about 34 years. Top 10% by experience nationwide.
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?
Wells Fargo Advisors 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.
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