Brian Yaiser
Brian Yaiser is a registered investment advisor at Osaic Wealth, INC., based in Middleport, NY, with 41 years of industry experience. Brian 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
15 Main Street, Middleport, NY, 14105
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2018Customer Dispute
February 2003Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Brian is a private wealth advisor at Ironbridge Wealth Counsel, LLC, dedicating nearly full-time hours to this role. He also owns Yaze Properties LLC, managing rentals and development, and Yaze Acres DBA, a family farm, dedicating a few hours per week to each. Brian is also a board member for the Salvation Army, volunteering minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,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.