David Pintaric
David Pintaric is a registered investment advisor at Osaic Wealth, INC., based in Youngstown, OH, with 39 years of industry experience. David 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
4407 Belmont Ave, Youngstown, OH, 44505
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Regulatory History (2)
Customer Dispute
December 2016Customer Dispute
April 2016Other Business ActivitiesSells Insurance
David owns a company to support his OSJ activities and also sells life insurance, both activities taking up full-time hours. He also participates in professional automobile racing, is a trustee for his daughter's trust, is an investment advisor representative, and has a 10% ownership in a web-based discussion board focused on Ohio State college football.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
SA Stone Investment Advisors INC.
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
SA Stone Wealth Management INC.Broker
Wrp Investments, INC.Broker
State Registrations31 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.