Darlene Lukaszewicz
Darlene Lukaszewicz is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Farmingdale, NY, with 38 years of industry experience. Darlene 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
640 Fulton Street, Suite 7, Farmingdale, NY, 11735
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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
Darlene is the president of Northeast Risk Management Group, Inc., where she sells annuities and insurance, dedicating a few hours per week. She also handles estate administration paperwork and is a member/manager of FDK Reality, a family business managing a shopping center, and co-manager of Lutzker Realty Management, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Northeast Asset Management, INC.
Benchmark Capital Advisors, INC.
Northeast Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Northeast Securities, INC.Broker
Dunhill Equities, INC.Broker
Global Capital Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations9 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.