Peter Johnson
Peter Johnson is a registered investment advisor at Osaic Wealth, INC., based in West Seneca, NY, with 36 years of industry experience. Peter 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
2952 Seneca Street, West Seneca, NY, 14224
Get directionsHistory
Regulatory History (2)
Regulatory
November 1997Employment Separation After Allegations
March 1997Other Business Activities
Peter prepares taxes, owns multiple rental properties, and provides business owner advice through a network of professionals. He also facilitates estate document creation and is affiliated with Securities America Advisory as a financial advisor.
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
Liberty Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.