Steven Goldis
Steven Goldis is a registered investment advisor at Osaic Wealth, INC., based in Smithtown, NY, with 41 years of industry experience. Steven 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
329 E Main Street, Suite 8, Smithtown, NY, 11787
Get directionsHistory
Regulatory History (2)
Regulatory
March 2003Regulatory
August 1995Other Business ActivitiesSells Insurance
Steven is the president and owner of G&G Agency LTD, an insurance agency, since 1982. He also works with non-variable insurance through G & G Agency LTD since 1975; these activities take about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
H. Beck, INC.Broker
Goldis Asset Management, INC.
Goldis - Pittsburg Institutional Services, INC.Broker
Goldis Financial Group, INC.Broker
Carillon Investments, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations22 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.