Terence Hickey
Terence Hickey is a registered investment advisor at Osaic Wealth, INC., based in Bellmore, NY, with 32 years of industry experience. Terence 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
960 Bellmore Ave, Bellmore, NY, 11710
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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
Terence is a tax advisor/accountant through Trinity Financial Group, Inc., dedicating about 10-20% of his time to this. He also works as an insurance advisor and sales agent, selling fixed insurance products, and is an Investment Advisor Representative with Securities America Advisors, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Kestra Investment Services, LLCBroker
Veravest Investments, INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
State Registrations9 states
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