Robert Oros
Chief Executive Officer at HighTower, Inc. (Philippines)
Profile
Robert David Oros is currently the Chairman & Chief Executive Officer of HighTower, Inc. (Philippines), HighTower Securities LLC, and Hightower Holding LLC.
He is also a Director at Financial Services Institute, Inc. In the past, he served as the Chief Executive Officer of H.D.
Vest, Inc., Vice President & Manager-National Sales at Trust Co. of America, Inc., Executive VP & Head of Custom Clearing Services at LPL Financial LLC, Executive Vice President at FIAM LLC, and Vice President & Senior Divisional Manager at Charles Schwab Corp.
He received his undergraduate degree from Central Michigan University and Walsh College.
Robert Oros active positions
Companies | Position | Start |
---|---|---|
HighTower, Inc. (Philippines) | Chief Executive Officer | - |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Chief Executive Officer | 01/01/2019 |
Financial Services Institute, Inc. | Director/Board Member | - |
Hightower Holding LLC
Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Chief Executive Officer | 01/01/2019 |
Former positions of Robert Oros
Companies | Position | End |
---|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 01/01/2017 |
Charles Schwab Corp. /Custody/
Charles Schwab Corp. /Custody/ Investment ManagersFinance Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules. | Corporate Officer/Principal | - |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Chief Executive Officer | - |
Trust Co. of America, Inc.
Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Corporate Officer/Principal | 02/11/2010 |
Training of Robert Oros
Central Michigan University | Undergraduate Degree |
Walsh College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
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Trust Co. of America, Inc.
Trust Co. of America, Inc. Packaged SoftwareTechnology Services Trust Co. of America, Inc. provides asset custodian proprietary software products. It offers application custody platform including portfolio management, trading, modeling, rebalancing, fee management, and reporting. The company was founded by Stephen A. Finn in 1972 and is headquartered in Centennial, CO. | Technology Services |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
HighTower, Inc. (Philippines) | |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Finance |
Financial Services Institute, Inc. | |
Charles Schwab Corp. /Custody/
Charles Schwab Corp. /Custody/ Investment ManagersFinance Part of The Charles Schwab Corp., Charles Schwab Corp. /Custody/ offers small business solutions for retirement plans and investing accounts. The American company provides a range of services to help manage finances, including smart beta ETFs, with information on their benefits, risks, and associated rules. | Finance |
Hightower Holding LLC
Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Finance |
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