J.P. Morgan Securities
27yrs
Top 8% by experience at J.P. Morgan Securities
27yrs
Robert Mantle
Financial advisor at Osaic Wealth
Robert Mantle is a fiduciary financial advisor in Centereach, New York, with 27 years in the industry. Robert joined Osaic Wealth in 2024, after less than a year at American Portfolios Advisors and a year at TD Private Client Wealth. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Centereach, and one of 5 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top advisor by experience in Centereach
OfficeCentereach, NY
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
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- Jul 2024 – Oct 2024American Portfolios Advisors, Inc.Previously
- Jan 2023 – Dec 2023TD Private Client Wealth LLCPreviously
- 2007 – 2020TD Ameritrade Investment Management, LLCPreviously
- 2004 – 2021TD Ameritrade, Inc.Previously
Contact Robert
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Robert. Centereach, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Osaic Wealth at (800) 821-5100 and ask for Robert Mantle. Robert works from the Centereach, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top advisor by experience in Centereach.
What licenses does Robert hold?
Series 63, Series 66. 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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