C Crean
C Crean is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Wilmington, DE, with 38 years of industry experience. C 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
2401 Pennsylvania Avenue, Suite 114, Wilmington, DE, 19806
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Regulatory History (1)
Employment Separation After Allegations
October 2014Other Business ActivitiesSells Insurance
C offers auto and home (property and casualty) insurance as an agent, dedicating minimal time to this activity. C also manages rental properties as the sole owner of Devon 114 LLC, a holding company, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations25 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.