David Osdol is a CFA, CFP-designated registered investment advisor at Smarter Way Wealth, based in New Haven, CT, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Smarter Way Wealth charges a flat fee of $100 per month for continuous financial planning and investment guidance, billed monthly in arrears.
Location
New Haven, CT
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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.
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Current Registrations
Smarter Way Wealth
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Citigroup Global Markets INC.Broker
Capital Analysts, IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
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