Gregory Pang
Gregory Pang is a registered investment advisor at Osaic Wealth, INC., based in Bethesda, MD, with 31 years of industry experience. Gregory 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
4350 East West Hwy, Suite 510, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2003Customer Dispute
November 1998Customer Dispute
October 1998Other Business Activities
Gregory is a financial advisor and managing partner at Capital Harvest Wealth Partners LLC and a financial advisor at Pang Enterprises LLC. He dedicates full-time hours to each role, providing financial and investment advice to clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
State Registrations28 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.