Paul Melanson
Paul Melanson is a registered investment advisor at Osaic Wealth, INC., based in Rockland, MA, with 33 years of industry experience. Paul 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
800 Hingham St Cornerstone Bldg, Rockland, MA, 02370
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Paul is an advisor with Securities America Advisors and also sells life insurance and fixed annuities through First American Insurance Underwriters, Brokers Service Marketing Group, and Ohio State Life Insurance Co, dedicating a few hours per week to each. He also serves as a board member for The Accord School and works as a part-time clerk at Bailey's Package Store, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Bankboston Investor Services, INC.Broker
Fis Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.