LPL Financial
46yrs
Top advisor by experience in Marietta
17yrs
Robert McAfee is a fiduciary financial advisor in Marietta, Georgia, with 17 years in the industry. After 12 years at FSC Securities and a year at Morgan Stanley, Robert joined Osaic Wealth in 2024, 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 337 advisors with offices in Marietta, and one of 301 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
OfficeMarietta, GA
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2011 – 2023FSC Securities CorporationPreviously
- Apr 2010 – Jun 2011Morgan StanleyPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 McAfee. Robert works from the Marietta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2010, about 17 years. More experience than 53% 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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