Alyson Quinnelly
Alyson Quinnelly is a registered investment advisor at Osaic Wealth, INC., based in Bradford, MA, with 44 years of industry experience. Alyson 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
145 S Main St, Bradford, MA, 01835
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyson sells life insurance products and variable annuities, dedicating a few hours per week. She also works full-time as an RIA for Patriot Group and Securities America Advisors, and spends minimal time managing property for the Moore Family Trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
The Patriot Financial Group, LLC
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Linsco/private Ledger CORP.Broker
Commonwealth Financial NetworkBroker
Baybanks Brokerage Services, INC.Broker
Allmerica Investments, INC.Broker
Liberty Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations6 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.