Arthur Weiss
Arthur Weiss is a registered investment advisor at Osaic Wealth, INC., based in Philadelphia, PA, with 42 years of industry experience. Arthur 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
1341 N Delaware Avenue, Suite 504, Philadelphia, PA, 19125
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2008Customer Dispute
July 2003Customer Dispute
February 2003Customer Dispute
January 2003Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Arthur is the owner of a tax preparation sole proprietorship, spending minimal time on it. He also owns an insurance business, dedicating a few hours per week to insurance reviews.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
Strategic Wealth Advisors Group
Lincoln Investment Planning, INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations22 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.