Teodor Tanjala
Teodor Tanjala is a registered investment advisor at Osaic Wealth, INC., based in Manhasset, NY, with 30 years of industry experience. Teodor 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
1615 Northern Blvd, Suite 304, Manhasset, NY, 11030
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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
Teodor is the owner of Oakfield Wealth Management as a sole proprietor, but dedicates no time to it. He also works as a financial advisor for Prosperity/SBLI, providing fixed life and fixed annuity products, and is a contractor for Oakfield Wealth Management Group LLC providing financial services, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Signator Investors, INC.Broker
Sovereign Equity Management CORP.Broker
Madison Chapin Assocs., INC.Broker
State Registrations3 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.