John Reidy
John Reidy is a registered investment advisor at Osaic Wealth, INC., based in Pipersville, PA, with 35 years of industry experience. John 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
7137 Old Easton Road Ste 201, Pipersville, PA, 18947
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Judgment / Lien
April 2018Other Business ActivitiesSells Insurance
John is a general agent for Ameritas Life Insurance through OnePenn Financial Group, providing sales support for life insurance products since 2021. This takes about 10-20% of his time, with minimal time spent on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Oscar Gruss & Son, IncorporatedBroker
On-Site Trading, INC.Broker
Schonfeld Securities INC.Broker
Schonfeld Securities INC.Broker
Waterhouse Securities, INC.Broker
Robert Todd Financial CORP.Broker
State Registrations20 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.