Thomas Stroyne
Thomas Stroyne is a registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 37 years of industry experience. Thomas 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
2551 Washington Road, Suite 820A, Pittsburgh, PA, 15241
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Thomas is the President of Golden Strategies Financial Group, servicing existing annuity business and acting as an investment advisor. He also works with fixed insurance and annuities and is an officer in his homeowner's association.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations15 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.