Kent Hilton
Kent Hilton is a registered investment advisor at Osaic Wealth, INC., based in Orchard Park, NY, with 36 years of industry experience. Kent 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
3870 N. Buffalo Rd, Orchard Park, NY, 14127
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Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Kent is a sole proprietor selling fixed insurance as part of financial plans, dedicating minimal time to this activity. He also volunteers for a giftware/clothing manufacturer and is a member of the Rotary Club of Hamburg.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Spc
Sigma Financial CorporationBroker
O'keefe Shaw & CO., INC.Broker
O'keefe Shaw & CO., INC.Broker
Investacorp, INC.Broker
The Investment Center, INC.Broker
Clearing Services of America, INC.Broker
Cadaret, Grant & CO., INC.Broker
Cigna Financial Advisors,inc.Broker
Gna Securities, INC.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Guardian International Securities CORP.Broker
F.D. Roberts Securities, INC.Broker
State Registrations10 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.