Gary Thomas
Gary Thomas is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Holyoke, MA, with 37 years of industry experience. Gary 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
98 Lower Westfield Road, Suite 109, Holyoke, MA, 01040
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Regulatory History (2)
Customer Dispute
December 2023Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Gary is the owner of The Wealth Technology Group, where he works full-time as an IAR and sells insurance and annuities. He also dedicates a few hours per week to his law practice and insurance business, and minimal time as a trustee for Western New England University.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Connecticut Mutual Financial Services, 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.