Kevin Albrecht
Kevin Albrecht is a registered investment advisor at Osaic Wealth, INC., based in East Bridgewater, NJ, with 32 years of industry experience. Kevin 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
1200 Route 22, Suite 2000, East Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
June 2022Customer Dispute
March 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Kevin is an insurance agent since 1994, dedicating minimal time to individual insurance sales. He also works with Novem Group as of April 2022 (taking about half of Kevin's time) and with Osaic Wealth, Inc. as a registered representative since October 2024 (nearly full-time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Thomas F. White & CO., IncorporatedBroker
Richard Blackman & CO., INC.Broker
Equitable Securities of New York,inc.Broker
State Registrations6 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.