Rodney Breyer
Rodney Breyer is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Wyomissing, PA, with 39 years of industry experience. Rodney 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
855 Knitting Mills Way, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2013Customer Dispute
October 2012Customer Dispute
August 2010Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Rodney works in insurance sales at Heritage Financial, dedicating about 10-20% of his time. He also serves on the board of directors for Southern Berks EMS (a non-profit) and is an Investment Advisor Representative with Securities America Advisors, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Equity Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations19 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.