Matthew Barbis
Matthew Barbis is a registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 31 years of industry experience. Matthew 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
150 Motor Parkway, Suite 101, Hauppauge, NY, 11788
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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
Matthew is a trustee for St. Joseph's College, vice president of The Sachem Education Foundation, and board member/president/executive director for The Rose Brucia Educational Foundation. He is also an agent for an S Corp insurance agency, selling life insurance and long-term care insurance, dedicating minimal time to each of these activities except for The Rose Brucia Educational Foundation, which takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
State Registrations15 states
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