Shawn Boyle
Shawn Boyle is a registered investment advisor at Osaic Wealth, INC., based in Babylon, NY, with 32 years of industry experience. Shawn 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
500 W Main St Ste 201, Babylon, NY, 11702
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Regulatory History (1)
Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Shawn is a registered representative with SAA Advisory and an insurance agent/broker offering life, disability, long-term care, and fixed annuities, dedicating minimal time to each. Shawn also works as a tax preparer/president for a tax preparation business, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations16 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.