Glenn Mellin
Glenn Mellin is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Yardley, PA, with 34 years of industry experience. Glenn 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
1790 Yardley-Langhorne Road, Heston Hall, Suite 202, Yardley, PA, 19067
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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
Glenn is a Vice President at Edelman Wealth Management Group and spends significantly more than full-time providing case design, support, and client engagement. He also owns a sole proprietorship where he delivers fixed insurance solutions, primarily life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Sei Financial Services CompanyBroker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Phoenix Equity Planning CorporationBroker
State Registrations6 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.