David Estatico
David Estatico is a registered investment advisor at Osaic Wealth, INC., based in New Alexandria, PA, with 42 years of industry experience. David 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
7467 Us 22, New Alexandria, PA, 15670
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
David is an insurance agent offering various insurance products, including life, health, disability, and long-term care insurance, and fixed annuities. He also manages commercial rental property and is a co-owner involved in expense management related to fixed life insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Princor Financial Services CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.