Edward Waldron
Edward Waldron is a registered investment advisor at Osaic Wealth, INC., based in Bedford, MA, with 33 years of industry experience. Edward 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 Middlesex Turnpike, Suite 104, Bedford, MA, 01730
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Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Edward is an agent/owner of North Shore Advisory Group Inc. and sole owner/agent of Physician's Financial Network LLC, selling various insurance products and commission-based group benefits; these activities take a few hours per week and about 10-20% of his time, respectively. He also owns and manages multiple rental properties, dedicating minimal time to each, and chairs the Newburyport Licensing Commission, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Terra Securities CorporationBroker
Prime Capital Services, INC.Broker
Guardian Investor Services CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Liberty Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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.