George Chobany
George Chobany is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Carmel, CA, with 42 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
200 Clock Tower Place, Suite A102, Carmel, CA, 93923
Get directionsHistory
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
George sells health, life, disability, and long-term care insurance, as well as 401k plans to businesses. He is an agent with Allied WM Insurance Services LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cal Fed InvestmentsBroker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Kavanaugh Securities, INC.Broker
American Investors CompanyBroker
State Registrations2 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.