Thomas Mclean
Thomas Mclean is a registered investment advisor at Osaic Wealth, INC., based in Pittsford, NY, with 31 years of industry experience. Thomas 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
Pittsford, NY
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Regulatory History (1)
Criminal
February 1981Other Business ActivitiesSells Insurance
Thomas is involved in several insurance-related activities, including fixed insurance sales with ITrust Advisors, supplemental short-term disability insurance with AFLAC, and insurance sales with ITP Partners LLC (taking up more than full-time). He is also the President of 21st Century Financial Services, offering insurance sales and financial planning.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Next Financial Group, INC.Broker
Kirlin Securities INC.Broker
Nathan & Lewis Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations10 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.