Lawrence Chodash
Lawrence Chodash is a registered investment advisor at Osaic Wealth, INC., based in Brooklyn, NY, with 32 years of industry experience. Lawrence 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
6412 20th Avenue, Brooklyn, NY, 11572
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence owns Lawrence Chodash Insurance, selling life insurance and fixed annuities, and dedicates a few hours per week to this. He is also a wealth manager at Oakfield Wealth Management Group and an agent for Agent Support Group selling fixed annuities, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Joseph Stevens & Company, INC.Broker
Kensington Wells IncorporatedBroker
Toluca Pacific Securities CORP.Broker
Thomas James Associates, INC.Broker
Gkn Securities CORP.Broker
Duke & CO., INC.Broker
A.S. Goldmen & CO., INC.Broker
State Registrations10 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.