Roxanne Blade
Roxanne Blade is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Deerfield Beach, FL, with 26 years of industry experience. Roxanne 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
210 SW Natura Ave, Deerfield Beach, FL, 33441
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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
Roxanne participates in a weekly networking group and assists with her husband's law practice and title company. Roxanne also works as a salesperson for Blade Financial Services, LLC selling insurance products and provides financial planning services through SAA, taking about half of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Viewtrade FinancialBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations21 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.