Anna Stotka
Anna Stotka is a registered investment advisor at Osaic Wealth, INC., based in Edison, NJ, with 40 years of industry experience. Anna 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
Edison, NJ
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Regulatory History (1)
Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Anna is an insurance agent offering accident/health, disability, and P&C insurance, dedicating minimal time to this. She also offers fixed and indexed annuities and mortgage brokering, spending about 10-20% of her time on this activity. Anna is also a real estate agent, dedicating minimal time to real estate listings and sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Jefferson Pilot Securities CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations10 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.