Dennis Brewster
Dennis Brewster is a registered investment advisor at Osaic Wealth, INC., based in San Diego, CA, with 43 years of industry experience. Dennis 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
9820 Willow Creek Road, Suite 243, San Diego, CA, 92131
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Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Dennis is an investment advisory representative with OSAIC Wealth, Inc., spending about 10-20% of his time offering advisory services and financial planning. He also acts as a statutory agent for a sole proprietorship, where he transacts term life insurance and fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Kirlin Securities INC.Broker
Baraban Securities, INC.Broker
Detwiler, Ryan & CO., INC.Broker
State Registrations45 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.