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Robert Allen Stuber

Osaic Wealth, Inc.

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About Robert Allen Stuber

Robert Allen Stuber is a financial advisor in Houston, Texas with over 30 years of experience in the financial services industry. Robert is currently registered with Osaic Wealth, Inc. Previously Robert worked at other firms including FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., M. S. Howells & Co., Countrywide Investment Services, Inc., Wells Fargo Investments, LLC, Wayne Hummer Investments L.L.C., State Street Research Investment Services, Inc., Piper Jaffray Inc., Principal Financial Securities,INC., Cambridge Distributors, Inc., Wheat, First Securities, Inc., First Fidelity Brokers, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Dean Witter Reynolds Inc., and Pruco Securities Corporation. Robert offers financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions.

Firm Information

Robert Stuber is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Stuber’s Registration & Firm History

TX

01/24/2025 - Present

Osaic Wealth, Inc. (HOUSTON TX)

GA

10/12/2011 - 02/21/2012

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

10/12/2011 - 02/21/2012

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

AZ

10/12/2011 - 02/21/2012

SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)

AZ

04/26/2010 - 12/31/2010

M. S. HOWELLS & CO. (SCOTTSDALE AZ)

AZ

01/23/2007 - 02/06/2009

COUNTRYWIDE INVESTMENT SERVICES, INC. (CHANDLER AZ)

AZ

02/24/2005 - 01/08/2007

WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)

IL

01/10/2000 - 02/14/2005

WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)

MA

06/11/1998 - 12/17/1999

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

MN

07/18/1997 - 05/20/1998

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

TX

03/28/1995 - 06/06/1997

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

MA

09/09/1993 - 03/15/1995

CAMBRIDGE DISTRIBUTORS, INC. (BOSTON MA)

NC

05/16/1991 - 08/23/1993

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NJ

01/17/1990 - 05/16/1991

FIRST FIDELITY BROKERS, INC. (NEWARK NJ)

MA

05/04/1989 - 01/27/1990

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

05/04/1989 - 01/27/1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

06/25/1986 - 04/13/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

12/11/1984 - 04/09/1986

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BOTH

Issued 02/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/05/2012

Series 24 - General Securities Principal Examination

BC

Issued 05/30/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1988

Series 3 - National Commodity Futures Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Allen Stuber.
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