William Hellmers
William Hellmers is a registered investment advisor at Osaic Wealth, INC., based in Brooklyn, NY, with 42 years of industry experience. William 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
8754 Bay 16th Street, Brooklyn, NY, 11214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a statutory agent for Maiorano & Associates, Inc. providing fixed annuities, life insurance, long-term care and health insurance, dedicating minimal time. William is also a partner at Maiorano & Associates Inc. doing tax preparation and owns rental property, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Prime Capital Services, INC.Broker
Hsbc Brokerage (USA) INC.Broker
Republic Financial Services CorporationBroker
Essex National Securities, INC.Broker
Invest Financial CorporationBroker
Fn Investment CenterBroker
Prudential-Bache Securities INC.Broker
Shearson Lehman Brothers INC.Broker
First Investors CorporationBroker
State Registrations36 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.