David Allon is a registered investment advisor at Osaic Wealth, INC., based in Wayne, PA, with 29 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
Wayne, PA
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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 provides insurance solutions to clients, dedicating about 10-20% of his time to this activity. He is also a member at large of the Brandeis National Alumni Board and an author and speaker, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
Firstrust Financial Advisors
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Concord Equity Group, LLCBroker
Valley Forge Securities, INC .Broker
Bryn Mawr Investment Group, INC.Broker
Rutland Securities L.P.Broker
Commonwealth Equity Services, INC.Broker
Commonwealth Equity Services, INC.Broker
Nel Equity Services CorporationBroker
State Registrations5 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.