Paul Meaney
Paul Meaney is a registered investment advisor at Osaic Wealth, INC., based in Waltham, MA, with 39 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
20 Fox Road, Waltham, MA, 02451
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2024Customer Dispute
June 2023Customer Dispute
January 2023Customer Dispute
July 2021Customer Dispute
October 2018Financial
January 2017Other Business ActivitiesSells Insurance
Paul owns and manages rental properties, dedicating minimal time to this activity. He is also an insurance agent offering fixed life insurance, fixed annuities, disability insurance, and long-term care insurance, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations17 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.