Michael Darany
Michael Darany is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Costa Mesa, CA, with 41 years of industry experience. Michael 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
3070 Bristol St, Ste 500, Costa Mesa, CA, 92626-3083
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Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Michael operates a full-service life, health, and disability agency and works as a comprehensive financial planner and tax professional. He also assists clients with mortgages and real estate transactions, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cardinal Capital Management, INC.Broker
Sentra Securities CorporationBroker
New England SecuritiesBroker
Sentra Securities CorporationBroker
Sentra Securities CorporationBroker
Travelers Equities Sales, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Prudential-Bache Securities INC.Broker
Investacorp, INC.Broker
State Registrations7 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.