Timothy Seiders
Timothy Seiders is a registered investment advisor at Osaic Wealth, INC., based in Wayne, PA, with 40 years of industry experience. Timothy 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
119 W. Wayne Avenue, Wayne, PA, 19087
Get directionsHistory
Regulatory History (6)
Judgment / Lien
May 2022Judgment / Lien
October 2021Judgment / Lien
June 2016Judgment / Lien
February 2016Judgment / Lien
March 2011Judgment / Lien
December 2010Other Business ActivitiesSells Insurance
Timothy owns One Stop Financial Services and an insurance-related sole proprietorship, both since the 1980s, and is an associate at Alera Group and an Investment Adviser Representative at The Ascent Group. All of these activities take up nearly all of Timothy's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
The Ascent Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations15 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.