WG

Walter Brian Girnis

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9176 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

4100 Vestal Road, Suite 105, Vestal, NY, 13850

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2015
Final
Other Business ActivitiesSells Insurance

Walter owns a property/casualty business since 2012, dedicating about half of his time to it. He is also an Investment Advisor Representative (IAR) with Ambassador Advisors.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
October 2024 - Present · 1 yr 3 mos
Faithward Advisors, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
January 2022 - October 2024 · 2 yrs 9 mos
Ibn Financial Services, INC. Broker
August 2015 - August 2018 · 3 yrs
MML Investors Services, LLC Broker
March 2015 - August 2015 · 5 mos
Ibn Financial Services, INC. Broker
December 2012 - April 2014 · 1 yr 4 mos
Metlife Securities INC.
October 2011 - September 2012 · 11 mos
Metlife Securities INC.Broker
September 2011 - September 2012 · 1 yr
Nationwide Securities, LLC
January 2011 - September 2011 · 8 mos
Nationwide Securities, LLC Broker
January 2011 - September 2011 · 8 mos
Waddell & Reed, INC.Broker
December 2009 - December 2010 · 1 yr
Questar Asset Management, INC.
January 2008 - November 2009 · 1 yr 10 mos
Questar Capital CorporationBroker
January 2008 - November 2009 · 1 yr 10 mos
LPL Financial Corporation Broker
July 2005 - January 2008 · 2 yrs 6 mos
Edward Jones Broker
November 2002 - July 2005 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2000 - November 2002 · 1 yr 11 mos
Pruco Securities Corporation Broker
January 1996 - September 2000 · 4 yrs 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Walter Brian Girnis - Financial Advisor | AdvisorDiscover