Maria Bedoya
Maria Bedoya is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Juno Beach, FL, with 32 years of industry experience. Maria 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
13700 Us Highway 1, Suite 202 D, Juno Beach, FL, 33408
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2018Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Maria is an Investment Advisor Representative at Woodbury Financial Services and an insurance agent selling fixed insurance products, dedicating a few hours per week to each. She also works as a divorce financial coach and volunteers for the Diocese of Palm Beach and Million Dollar Round Table.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 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.