Paz Chandra
Paz Chandra is a registered investment advisor at Osaic Wealth, INC., based in Dunedin, FL, with 29 years of industry experience. Paz 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
1201 Belcher Rd, Dunedin, FL, 34698
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Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Paz is an Investment Advisor Representative with Freedom Financial Group, conducting securities, investment advisory, and insurance business, dedicating full-time hours. Paz is also an insurance broker with Freedom Financial Group, LLC, spending minimal time, and a board member of SPT Inc with no duties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Legacy Financial Services, INC.Broker
First Brokerage America, L.L.C.Broker
Nylife Securities INC.Broker
Fimco Securities Group, INC.Broker
State Registrations3 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.