Geoffrey Sebold is a registered investment advisor at Osaic Wealth, INC., based in Thousand Oaks, CA, with 37 years of industry experience. Geoffrey 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
973 Via Heraldo, Suite 100, Thousand Oaks, CA, 91320
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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.
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Geoffrey is the Director of Lacrosse Operations and Boys' Varsity Head Coach at Oaks Christian School, a part-time position from January to May. This involves managing the lacrosse program and coaching the team, taking about 10-20% of Geoffrey's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Security Distributors, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Wealthharbor Capital Group, LLC
Wfg Investments, INC.Broker
Fsc Securities CorporationBroker
Pan-American Financial AdvisersBroker
The First American Investment Banking CorporationBroker
Wedbush Morgan Securities INC.Broker
Wedbush Morgan Securities INC.Broker
J.J. Kenny Drake, INC.Broker
Moseley Securities CorporationBroker
Mki Securities CORP.Broker
Lehman Brothers 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.