Edward Tiryakian
Edward Tiryakian is a registered investment advisor at Osaic Wealth, INC., based in Durham, NC, with 42 years of industry experience. Edward 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
2530 Meridian Parkway, Suite 300, Durham, NC, 27713
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Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Edward is a managing director at Argentum, the business used to work through Triad, dedicating full-time hours. He also teaches corporate finance at Duke University, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
Anderson & Strudwick, Incorporated
Anderson & Strudwick, IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
First Investors CorporationBroker
State Registrations15 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.