LPL Financial
30yrs
Top 17% by experience nationwide
8yrs
Robert Thompson is a fiduciary financial advisor in Newport, Vermont, with 8 years in the industry. Robert joined Osaic Institutions in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Institutions reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Newport, and one of 3 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1 Gardner Street, Newport, VT 05855
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.
Career
- 2024 – nowOsaic Institutions, Inc.Current firm
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 Institutions at 203-599-6000 and ask for Robert Thompson. Robert works from the Newport, VT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 8 years. 8 years in the industry.
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?
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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