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CFP

Nelson Ehinger

Osaic Institutions, INC.
39 Years of Experience
Ridgefield, CT
1 DisclosureBroker
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Nelson Ehinger is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Ridgefield, CT, with 39 years of industry experience. Nelson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

150 Danbury Road, Ridgefield, CT, 06877

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History

Regulatory History (1)
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Regulatory
August 2009
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Osaic Institutions, INC.
March 2000 - Present · 26 yrs 7 mos
Osaic Institutions, INC.Broker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Chase Investment Services CORP.Broker
June 1997 - May 1999 · 1 yr 11 mos
Guardian Investor Services CorporationBroker
July 1993 - June 1997 · 3 yrs 11 mos
Metlife Securities INC.Broker
October 1986 - May 1993 · 6 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
October 1986 - May 1993 · 6 yrs 7 mos
State Registrations23 states
CACOCTDCDEFLGAMAMDMEMNNCNHNYOHOKPARISCTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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