George Cerwin
George Cerwin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Clearwater, FL, with 44 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2764 Sunset Point Road, Suite 600, Clearwater, FL, 33759
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2000Customer Dispute
December 1993Regulatory
April 1993Employment Separation After Allegations
May 1992Other Business ActivitiesSells Insurance
George is the President/Owner of Cerwin Financial Services DBA: GFC Financial Management, a corporation. He dedicates minimal time to sales and service of fixed and health insurance, and securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Sentra Securities CORP
Gfc Financial Management
United Pacific Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
E. F. Hutton & Company INCBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.