Brian Farkas
Brian Farkas is a registered investment advisor at Osaic Wealth, INC., based in Boynton Beach, FL, with 38 years of industry experience. Brian 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
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian owns Brian Farkas Management Consultants and Baron's Financial Strategies, Inc., and has partial ownership of Dont Blink Insurance.net. He sells mortgages, fixed annuities, and other insurance products, dedicating about 10-20% of his time to selling fixed annuities and FIAs.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
First Allied Securities, INC.Broker
Chase Investment Services CORP.Broker
Chemical Investment Services CORP.Broker
Liberty Securities CorporationBroker
Invest Financial CorporationBroker
Dunhill Equities, INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
David Lerner Associates, INC.Broker
State Registrations40 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.