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Robert William Cairns

Osaic Wealth, Inc.

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About Robert William Cairns

Robert William Cairns has been a registered investment advisor since July 24, 1992. Robert Cairns is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Previously, Robert Cairns has worked with Woodbury Financial Services, Inc., Questar Capital Corporation, Allstate Financial Services, LLC, Princor Financial Services Corporation, New England Securities, MetLife Securities Inc., Metropolitan Life Insurance Company, and The Stuart-James Company, Incorporated. Robert Cairns provides financial planning, pension consulting, and educational seminars.

Firm Information

Robert Cairns 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 Cairns’s Registration & Firm History

FL

01/19/2024 - Present

Osaic Wealth, Inc. (SANFORD FL)

FL

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (SANFORD FL)

FL

07/09/2012 - 03/01/2019

QUESTAR CAPITAL CORPORATION (WINTER SPRINGS FL)

FL

09/17/2007 - 07/12/2012

WOODBURY FINANCIAL SERVICES, INC. (WINTER PARK FL)

FL

04/27/2007 - 09/12/2007

ALLSTATE FINANCIAL SERVICES, LLC (ORLANDO FL)

FL

10/13/2006 - 03/15/2007

PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)

FL

03/31/2005 - 09/22/2006

NEW ENGLAND SECURITIES (ORLANDO FL)

MA

12/06/1989 - 08/20/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/06/1989 - 08/20/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CO

05/23/1989 - 07/18/1989

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BOTH

Issued 12/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/01/2007

Series 24 - General Securities Principal Examination

BC

Issued 02/13/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert William Cairns.
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