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Osaic Advisory Services, LLC

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Total assets under management

$12,469,688,882

More info

Total clients

27,786

10% high-net worth

Total advisors

389

of 2,594 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

71

Average account size

$448,776

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Flat fees may be charged for financial planning and consulting services, negotiated per agreement.

Percentage

$0+: Negotiable up to 2.50% annually (maximum annual fee) N/A - N/A: Fees may be tiered or flat or linear, negotiable by client and Advisory Representative

Commissions

Advisory Representatives may receive commissions on securities or insurance products sold through affiliated broker-dealer or insurance agents.

Project-based

Financial planning and consulting services may be charged on an hourly basis, negotiated per engagement.

Other

Fee-only: Advisory fees based on assets under management, negotiable, with maximum up to 2.50% annually for Ally and Counsel Programs. Also fixed fees for consulting services negotiated per engagement.

Disclosures

More info

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

Main office location

Osaic Advisory Services, LLC

2300 Windy Ridge Parkway, Suite 750

Atlanta GA 30339, United States

Number of offices

201

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 866-580-8219

Advisors at this firm

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Morgan G

Series 66

Atlanta, GA

Osaic Advisory Services, LLC
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Alyce P

Series 66

Vienna, VA

Osaic Advisory Services, LLC
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Richard W

Series 63, Series 65

Meridian, ID

Osaic Advisory Services, LLC
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Kyle J

CFP®, Series 63

Atlanta, GA

Osaic Advisory Services, LLC
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Heather P

Series 63

Aurora, OH

Osaic Advisory Services, LLC
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Timothy I

Series 63, Series 66

Windsor, CT

Osaic Advisory Services, LLC
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Richard R

CFP®, Series 63, Series 65

Patchogue, NY

Osaic Advisory Services, LLC
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Eric A

CFP®, Series 63, Series 66

Vienna, VA

Osaic Advisory Services, LLC
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Curren W

Series 63, Series 65

Omaha, NE

Osaic Advisory Services, LLC
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Kevin W

Series 63, Series 65

Atlanta, GA

Osaic Advisory Services, LLC
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James B

CFP®, Series 66

Bend, OR

Osaic Advisory Services, LLC
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Luca P

Series 63, Series 66

Issaquah, WA

Osaic Advisory Services, LLC
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Anthony P

Series 63

Mayfield Hts, OH

Osaic Advisory Services, LLC
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Gregory K

Series 63, Series 66

Manasquan, NJ

Osaic Advisory Services, LLC
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Bradley S

Series 63

Mayfield Hts, OH

Osaic Advisory Services, LLC
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Call (201) 292-4557

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