Paul Podrid is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Jose, CA, with 41 years of industry experience. Paul 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
1625 the Alameda, Suite 206, San Jose, CA, 95126
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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.
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Paul is an Investment Advisor Representative with Securities America Advisors since 2016. He also owns Morgan Lev Financial Corp, where he spends nearly full-time on tax planning and preparation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Arbor Point Advisors
Foothill Securities, INC.
Foothill Securities, INC.Broker
Rwb Securities INC.Broker
Reinhardt Werba Bowen Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Corporate Benefit Securities, INC.Broker
Gettins Financial Group, INC.Broker
Technical Equities Financial Services, INC.Broker
State Registrations9 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.