Gregory Merkle
Gregory Merkle is a registered investment advisor at Osaic Wealth, INC., based in Orchard Park, NY, with 37 years of industry experience. Gregory 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
3870 N. Buffalo Rd, Orchard Park, NY, 14127
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Regulatory History (1)
Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Gregory offers investment advisory services through Osaic Wealth, Inc. and sells insurance products as an independent agent. He also dedicates minimal time to various non-profit and community roles, including board memberships and umpiring softball games.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Thomas James Associates, INC.Broker
B C Financial CorporationBroker
Thomas James Associates, INC.Broker
Andrew Alen Securities, INC.Broker
State Registrations16 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.