David Rey
David Rey is a registered investment advisor at Osaic Wealth, INC., based in Bellport, NY, with 34 years of industry experience. David 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
165 South Country Road, Bellport, NY, 11713
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1992Other Business ActivitiesSells Insurance
David is a life insurance and annuity agent for several insurance companies through Zenith Marketing & Crump Ins, dedicating a few hours per week. He also owns David Rey Financial Group and DGR Wealth, both focused on insurance products like life insurance and annuities, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Mfi Investments CORP.Broker
First Montauk Securities CORP.Broker
Educators Financial Management, INC.Broker
State Registrations31 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.