Ruth Delaney is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 38 years of industry experience. Ruth 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
1511 N. Westshore Blvd., Suite 1100, Tampa, FL, 33607
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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
Ruth is the President of Greenleaf Financial Strategies, Inc., an S Corporation used for income tax reporting, and spends minimal time on record keeping. She also works as an Insurance Broker and Wealth Advisor for Concierge Financial Organization, dedicating nearly full-time hours to sales and marketing and a few hours per week to insurance brokering.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Investment Advisors
Proequities, INC.Broker
G. A. Repple & CompanyBroker
Gallagher Benefit Services of New York, INC.Broker
Welling Associates, INC.Broker
Nylife Securities INC.Broker
State Registrations12 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.