Steven Glazer
Steven Glazer is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Chesterfield, MO, with 34 years of industry experience. Steven 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
15510 Olive Blvd, Ste 216, Chesterfield, MO, 63017
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Steven is a registered representative with Lifecycle Financial Group, selling life insurance, disability insurance, and long-term care. He also works as a sales representative, presenting and selling group life and health products, dedicating a few hours per week to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.