G Diddel
G Diddel is a registered investment advisor at Osaic Wealth, INC., based in Greenwich, CT, with 36 years of industry experience. G 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
Greenwich, CT
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Regulatory History (2)
Customer Dispute
August 2016Customer Dispute
November 2007Other Business ActivitiesSells Insurance
G is an insurance agent for Diddel & Diddel, LLC, selling fixed insurance products, which takes significantly more than full-time hours. G also works as a personal coach and owns The Dime, LLC, dedicating minimal time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Spc
Parkland Securities, LLCBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
State Registrations7 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.