Advisor at OSAIC Institutions, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Johnstown, PA 15904
Credentials
Series 66
Industry experience
15 years
Ryan Robertson is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2015 and First Commonwealth since 2014. He also has a role with First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates with a predominantly non-discretionary asset base and utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
1001 Scalp Ave
Johnstown, PA 15904
Pennsylvania
Infinex Investments, Inc.
2015 - Present (11 years)
First Commonwealth
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Blue Horizon Wealth Management, LLC
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Johnstown, PA
Wealth Advisors Network, Inc.
Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.
CFP®, Series 63, Series 66
Johnstown, PA
Boldin Advisors
Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.
Series 66
Johnstown, PA
Cornerstone Planning Group
Matthew Di Francesco is a financial advisor at Cornerstone Planning Group with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Summit Brokerage Services Inc and Summit Financial Group. Outside of his advisory role, he is the owner of Difrancesco Financial Concierge, LLC, providing business and life coaching services, and serves as a board member of the Greater Johnstown Tennis Association. Cornerstone Planning Group offers discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies tailored to client objectives and risk tolerance, and provides specialized ERISA fiduciary consulting services for plan sponsors.
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