Ronit Rogoszinski
Ronit Rogoszinski is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Carle Place, NY, with 33 years of industry experience. Ronit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
346 Westbury Ave, Carle Place, NY, 11514
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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
Ronit is a guest author in the book "Money Talks" since 2015, dedicating minimal time. Ronit also offers Women and Wealth Solutions as his company and shares referrals to Epstein Company Life Ins Agency to offer life insurance as part of financial plans.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Slatestone Wealth LLC
LPL Financial LLC
LPL Financial LLCBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
State Registrations9 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.