Gary Krikorian
Gary Krikorian is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Mcmurray, PA, with 37 years of industry experience. Gary 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
3001 Waterdam Plaza, Suite 180, Mcmurray, PA, 15317
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2009Customer Dispute
October 2005Customer Dispute
May 2005Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Gary sells term life insurance as an agent, dedicating minimal time to this activity. He also works as an investment advisor, spending nearly full-time hours providing investment advisory services.
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 Registrations29 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.