UBS Financial Services
47yrs
Top 1% for experience in Atlanta
47yrs
Robert Raymond Rollauer
Financial advisor at Osaic Wealth
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% for experience in Atlanta
OfficeAtlanta, GA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2003 – 2025Osaic Fa, Inc.Previously
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?
About Robert
How do I contact Robert?
Call Osaic Wealth at 800-821-5100 and ask for Robert Raymond Rollauer. Robert works from the Atlanta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1979, about 47 years. Top 1% for experience in Atlanta.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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