Gary Zink is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Shrub Oak, NY, with 41 years of industry experience. Gary 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
Shrub Oak, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is an agent in a sole proprietorship, spending about 10-20% of his time on securities trading. He is also the President of American Pension Advisors, Inc., a third-party administration services company, dedicating about half his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
G. R. Phelps & CO., INC.Broker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
Mayer and Meyer Resources, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations5 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.