Rebecca Stecher
Rebecca Stecher is a registered investment advisor at Osaic Wealth, INC., based in Chesapeake City, MD, with 31 years of industry experience. Rebecca 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
1160 Town Point Road, Chesapeake City, MD, 21915
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Rebecca is involved in several business activities, including consulting services as VP at Michael J. Stecher, Inc., managing Stecher Farms (a real estate holding company), and operating Stecher Financial Group as a DBA. She also works as an IAR for American Portfolios Advisors (nearly full-time) and Faithward/Ambassador Advisors (a few hours per week), and sells fixed annuities/insurance through Sterling Bridge/Triton Brokerage (a few hours per week).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
Faithward Advisors, LLC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.