MP

Michael Paranich

4 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

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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Regulatory History (1)
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Employment Separation After Allegations
December 2022
Other Business Activities

Michael owns Blue Light Ventures Limited, involved in product development and real estate, dedicating minimal time. He is also an advisor at Faithward Advisors LLC-RIA, spending nearly full-time hours there.

Employment History
Current Registrations
Osaic Wealth, INC. Broker
October 2024 - Present · 1 yr 3 mos
Faithward Advisors, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
September 2024 - October 2024 · 1 mo
Raymond James Financial Services, INC.Broker
May 2023 - June 2023 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - January 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2020 - January 2023 · 2 yrs 3 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Paranich - Financial Advisor | AdvisorDiscover