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Sanford Seide

Advisor at Mollot & Hardy, Inc.

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Firm

Mollot & Hardy, Inc.

Location

Amherst, NY 14228

Credentials

Series 63

Industry experience

43 years

About

Sanford Seide is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked previously at FSC Securities Corporation and Mollot & Hardy Inc. In addition to his advisory work, he teaches community education programs in various school districts. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Client services

Based on Mollot & Hardy, Inc.

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Mollot & Hardy, Inc.

Retirement income strategy Income planning Social Security optimization General estate planning guidance Tax-loss harvesting

Fee options

Fixed

Fixed annual retirement plan sponsor fees up to $10,000, negotiable based on plan complexity and services.

Percentage

$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001+: 0.50%

Commissions

Commission-based accounts available through Osaic Wealth, Inc., with commissions and 12b-1 fees earned by registered representatives.

Other

Account minimum: $250,000 Fee-only: Annual investment advisory fees ranging generally from 1.00% to 2.50% inclusive of third-party platform and sub-adviser fees; fees are negotiable and can be blended or a single rate.

Location

646 N. French Rd, Suite 9

Amherst, NY 14228

Most active in

New York

Work history

OSAIC

2023 - Present (3 years)

FSC securities corporation

2009 - 2023 (14 years)

Mollot & Hardy Inc.

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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