Matthew Walsh
Matthew Walsh is a registered investment advisor at Osaic Wealth, INC., based in Jericho, NY, with 32 years of industry experience. Matthew 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
380 N. Broadway, Suite 206, Jericho, NY, 11753
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Criminal
October 1986Other Business ActivitiesSells Insurance
Matthew is a passive minority owner in Premier Position LLC since 2018, requiring minimal time. Since 2024, he also works as a salesperson providing advice to seniors considering Medicare options, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations7 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.