Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
27yrs
Robert Ramsay has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Fort Myers, Florida. After a year at BMO Asset Management and four years at M&i Investment Management, Robert joined Osaic Institutions in 2014, 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 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office8695 College Parkway, Fort Myers, FL 33919
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowOsaic Institutions, Inc.Current firm
- Jun 2012 – Aug 2013BMO Asset Management Corp.Previously
- 2008 – 2012M&i Investment Management Corp.Previously
- 1999 – 2006Merrill Lynch Investment Managers LPPreviously
Contact Robert
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Robert. 8695 College ParkwayFort Myers, FL 33919Office · Get directions LinkedIn pageOsaic Institutions
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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 Osaic Institutions at (203) 599-6000 and ask for Robert Ramsay. Robert works from the Fort Myers, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Robert hold?
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 Institutions 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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