Christine Sleboda
Christine Sleboda is a registered investment advisor at Osaic Wealth, INC., based in Montoursville, PA, with 32 years of industry experience. Christine 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
427 Broad Street, Montoursville, PA, 17754
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is involved in several outside business activities, including being a member of PICPA, serving on advisory councils for UPMC Susquehanna, managing rental real estate, and being an LLC member for family land. Christine also sells annuities and life insurance, and works as an investment advisor for Securities America Advisors, dedicating about 70% of her time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Wall Street Financial Group, INC
Family Wealth Counselors
Wall Street Financial Group, INC.Broker
Princor Financial Services CorporationBroker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations13 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.