MG
MG

Michael Ganci

36 Years of Experience
Cheektowaga, NY
1 DisclosureBrokerSells Insurance

Michael Ganci is a registered investment advisor at Osaic Wealth, INC., based in Cheektowaga, NY, with 36 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

2475 Harlem Road South Suite, Cheektowaga, NY, 14225

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History

Regulatory History (1)
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Customer Dispute
February 2014
Award / Judgment
Other Business ActivitiesSells Insurance

Michael is a professional income tax preparer, rental property owner, and investment advisor representative. He is also a licensed insurance agent selling life, annuity, and long-term care insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America, INC.Broker
September 2020 - June 2024 · 3 yrs 9 mos
Securities America Advisors, INC.
September 2020 - June 2024 · 3 yrs 9 mos
Ssn Advisory, INC.
October 2018 - September 2020 · 1 yr 11 mos
Securities Service Network, LLCBroker
August 1993 - September 2020 · 27 yrs 1 mo
Securities America, INC.Broker
October 1991 - September 1993 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
January 1990 - October 1991 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
January 1990 - October 1991 · 1 yr 9 mos
State Registrations26 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.