Christopher Gillon is a registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 31 years of industry experience. Christopher 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
524 Broadway, 11th FLOOR, New York, NY, 10012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher owns Switchgrass English Setters, a hunting dog breeding business structured as an LLC, since 2018. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sandgrain Advisors INC.
Sandgrain Securities LLCBroker
Trade.com Online Securities, INC.Broker
Whale Securities CO., L.P.Broker
Lehman Brothers INC.Broker
State Registrations13 states
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