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Advisors / New Jersey / Livingston
19yrs

Robert Ritchie

Financial advisor at Osaic Wealth

Robert Ritchie is a fiduciary financial advisor in Livingston, New Jersey, with 19 years in the industry. After seven years at Signator Investors and three years at Equitable Advisors, Robert joined Osaic Wealth in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 66 advisors with offices in Livingston, and one of 56 fiduciaries.

Livingston, NJ 07039Fiduciary advisor
Call Osaic WealthDirections

At a glance

Experience19 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office290 West Mount Pleasant Ave Suite 2300, Livingston, NJ 07039
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
    Osaic Wealth, Inc.Current firm
  2. 2011 – 2018
    Signator Investors, Inc.Previously
  3. 2008 – 2011

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Ritchie. Robert works from the Livingston, NJ office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2008, about 19 years. More experience than 57% of advisors 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 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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