Erica Salzmann-Talbi
Erica Salzmann-Talbi is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Poughkeepsie, NY, with 38 years of industry experience. Erica 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
50 Laffin Lane, Poughkeepsie, NY, 12603
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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
Erica sells fixed annuities, fixed life insurance, and occasionally long-term care insurance, and also fixed life, disability, and long-term care insurance through Hudson Valley Management Group. She also prepares tax returns for clients during an 8-week period and is a co-trustee of a family trust.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Guardian Investor Services CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations10 states
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