Michael Fliegelman
Michael Fliegelman is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Holbrook, NY, with 40 years of industry experience. Michael 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
4250 Veterans Memorial Hwy, Suite 100E, Holbrook, NY, 11741
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2010Other Business ActivitiesSells Insurance
Michael is involved in insurance sales and brokerage, including life, disability, long-term care, and group insurance. He also owns limited partnership interests in real estate and provides financial planning services, dedicating about half of his time to insurance-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
Gassman Financial Group
Gassman Financial Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
N.N.A.I.A
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations14 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.