Peter Alofsin
Peter Alofsin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in West Warwick, RI, with 33 years of industry experience. Peter 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
1300 Division Road, Suite 203, West Warwick, RI, 02893
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Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Peter sells life insurance and annuities through Brokers'Service Marketing Group, Inc., dedicating about a quarter of his time. He also owns an office condo, consults for a life settlement company and scholarship board, is involved in fundraising, and serves on the board of governors for a country club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Capital Wealth Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Steele Capital Management, INC.
NFP Securities, INC.
NFP Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.