Stanley Edward Robare

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 08/2024
  Triad Advisors, Inc
  Houston, TX
• 05/2009 → Present
  The Robare Group
  Houston, TX
• 10/2019 → 08/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2018-08-06 → 2020-02-03
  Robare & Jones Wealth Management
  Houston, TX

Other Businesses

1)Robare Wealth Management; investment related; Two Chasewood, 20405 State Highway 249, Suite 350, Houston, TX 77070; investment; employee; 160 hrs/mo; 6.5 hrs during trading; trading, research, client service, database management 2)The Robare Group; investment related; Two Chasewood, 20405 State Highway 249,Suite 350, Houston, TX 77070; Financial Advisor; Financial Advisor; 5/2009; 160 hrs/mo; 8.5 hrs during trading; making asset allocation decisions, researching managers, monitoring and replacing as needed, review with clients for ongoing suitability

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-02

Designations

• Certified Financial Planner

Other Names

• Stanley E. Robare