Brian Saranovitz
Brian Saranovitz is a registered investment advisor at Osaic Wealth, INC., based in Leominster, MA, with 35 years of industry experience. Brian 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
435 Lancaster Street Suite 358, Leominster, MA, 01453
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Brian manages client retirement assets as an Investment Advisor Representative and provides tax planning and preparation services through Tax Smart Network, taking about half his time and about 10-20% of his time, respectively. Brian also advises and sells long-term care insurance, annuities, and life insurance, dedicating about 10-20% of his time, and refers clients for Medicare guidance, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
New England SecuritiesBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Polaris Advisory Services INC
Polaris Financial Services, INC.Broker
Pml Securities CompanyBroker
State Registrations30 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.