Bryan Tenney
Bryan Tenney is a registered investment advisor at Osaic Wealth, INC., based in Williamsville, NY, with 32 years of industry experience. Bryan 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
5 Limestone Dr, Williamsville, NY, 14221
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Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Bryan advises clients on investments and engages them on insurance ideas. He also oversees family-owned property, acts as a trustee for the Leona Tenney Marital Deduction Trust, and is part owner of land.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America Advisors INC
Securities America, INC.Broker
Wachovia Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
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.