John Layug
John Layug is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Hunt Valley, MD, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
201 International Circle, Suite 100, Hunt Valley, MD, 21030
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an agent/owner at Maller Wealth Advisors, offering various insurance products including health, disability, annuities, and life insurance since January 2023. This activity takes about half of his time, including during trading hours.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
NFP Securities, INC.Broker
NFP Securities, INC.
Chesapeake Advisors, INC.
Raymond James Financial Services, INC.Broker
State Registrations31 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.
Exams
More Advisors
- Dale Waters, CFPMorgan Stanley
- Robert Ellrich, CFPOsaic Wealth, INC.
- Jacob Fenlason, CFPOsaic Wealth, INC.
- Patrick Ryan, CFPCornerstone Advisory
- Mark Degroat, CFP, ChFCSc&h Wealth
- Brian Grumbach, CFPVerdence Capital Advisors, LLC