Senta Curran
Senta Curran is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Pine Bush, NY, with 31 years of industry experience. Senta 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
2708 State Route 52, Pine Bush, NY, 12566
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
Senta is an Investment Advisor Rep and spends about half her time on advisory investment services. She also sells property and casualty insurance, including life and health products, dedicating about 10-20% of her time to this activity, and is involved with rental properties, farmland, and other businesses, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations5 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.