David Fenelon
David Fenelon is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Latham, NY, with 41 years of industry experience. David 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
30 Century Hill Drive, Suite 200, Latham, NY, 12110
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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
David works for Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, LLC providing retirement plan and investment consulting services, dedicating nearly full-time hours to the latter. David is also an agent for GBS Life Insurance and Annuity Brokerage, placing life insurance, disability insurance, and long-term care policies, spending about 10-20% of his time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLCBroker
Walnut Street Securities, INC.Broker
Terra Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Fsc Securities CorporationBroker
CUNA Brokerage Services, INC.Broker
International Financial Services Capital CorporationBroker
Isfa CorporationBroker
Hl Securities, INC.Broker
State Registrations29 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.