Alex Pritsker
Alex Pritsker is a registered investment advisor at Osaic Wealth, INC., based in Livingston, NJ, with 31 years of industry experience. Alex 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
513 West Mount Pleasant Avenue, Suite 209, Livingston, NJ, 07039
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2022Customer Dispute
January 2011Employment Separation After Allegations
January 2011Other Business ActivitiesSells Insurance
Alex operates as an insurance agent through Masters Insurance and Financial Services, offering various insurance products, and has been doing so since 2017. Alex also offers a range of insurance products, including annuities and health-related insurance, since 2009, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations11 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.