Carey Stansbury
Carey Stansbury is a registered investment advisor at Osaic Wealth, INC., based in Toledo, OH, with 39 years of industry experience. Carey 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
4159 Holland Sylvania, #104, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Carey owns a business since 1982 selling life insurance, dedicating minimal time to it. Carey also works as an Investment Advisor Representative (IAR) providing investment advisory services, taking about half of their time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Proequities, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations29 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.