Robert Morris Friedman

Financial advisor at Osaic Wealth, Inc. · Coral Springs, FL

Last updated 2026-10-10

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Robert Morris Friedman is a financial advisor at Osaic Wealth, Inc. in Coral Springs, FL, CRD 807233. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-03-11.

Registration

CRD number
807233
Registration status
Active
IAPD registration
1999-03-11
Industry Experience
27 years
Work Experience
26 years
States registered
FL, NC, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2004-03 to Present · Osaic Wealth, Inc. · Boca Raton, FL
  • 1999-11 to Present · Rmf Finanical, Inc · Coral Springs, FL

Current employment

SEC IAPD record for Robert Morris Friedman

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Robert Morris Friedman is a financial advisor at Osaic Wealth, Inc. in Coral Springs, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 26 years of reported work history. Reported roles include Rmf Finanical, Inc.

SEC disclosures list additional business and community activities: 1: fundraising, food drives, and community service.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

5421 University Drive, Coral Springs, FL 33067

5 advisors at this office.

Osaic Wealth office in Coral Springs, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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