John Brenkovich
John Brenkovich is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Mamaroneck, NY, with 36 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
1600 Harrison Ave, Suite 307C, Mamaroneck, NY, 10543
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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
John owns real estate, teaches financial courses at adult education centers and a community college, and serves as an arbitrator. He also collects renewal premiums on a few existing life insurance policies and is a permit coordinator for a little league, each taking minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Ifmg Securities, INC.Broker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Gkn Securities CORP.Broker
Whale Securities CO., L.P.Broker
Commonwealth AssociatesBroker
Gruntal & CO. IncorporatedBroker
D. H. Blair & CO., 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.