Eugene Skic
Eugene Skic is a registered investment advisor at Osaic Wealth, INC., based in Webster, NY, with 42 years of industry experience. Eugene 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
11 East Main St, Webster, NY, 14580
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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
Eugene works as an insurance agent/broker selling life and health insurance and annuities, dedicating a few hours per week. He is also a financial advisor with Securities America Advisors, Inc., spending about a third of his time on investment advisory services, and runs Emerald Financial Services full-time, providing investment advice and financial planning.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Mcdonald Investments INC.Broker
Aetna Investment Services, INC.Broker
Essex Capital Markets, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
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.