Daniel Aspenleiter
Daniel Aspenleiter is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Pittsford, NY, with 29 years of industry experience. Daniel 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
65A Monroe Ave, Pittsford, NY, 14534
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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
Daniel is an insurance broker with Finger Lakes Investment Corp since 2018, dedicating nearly full-time hours to this. He also works as an agent for ITrust Advisors, focusing on fixed insurance sales and spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
LPL Financial LLCBroker
Cetera Investment Services LLCBroker
Obs Financial Services, INC.
Obs Brokerage Services, INC.Broker
Hsbc Securities (USA) INC.Broker
Cadaret, Grant & CO., INC.Broker
M&t Securities, INC.Broker
State Registrations15 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.