Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
1733 North Ocean Avenue, Suite B, Medford, NY, 11763
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Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Mark is involved in various activities, including life insurance and fixed annuity sales, and holds positions such as President of Mark J Snyder Financial Services Inc. and Treasurer of the JTM Foundation Board. He dedicates about half of his time to managing client accounts through his corporation.