Daniel Zlotnick
Daniel Zlotnick is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 39 years of industry experience. Daniel 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
200 Motor Pkwy., Suite A-7, Hauppauge, NY, 11788
Get directionsHistory
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
Daniel is a board member and Vice President of Wilderness Home Owners Association, dedicating minimal time. He also works as an insurance agent selling fixed insurance products, spending a few hours per week, and is the trustee for Sam Ziev's trust account, spending minimal time. Daniel is also the CEO and President of Sail Capital Corporation, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
NFP Securities, INC.
Kestra Investment Services, LLCBroker
Veravest Investments, INC.Broker
Capital Strategies LimitedBroker
Empire State SecuritiesBroker
Island Planning CORP. of AmericaBroker
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.