Douglas Sinetar
Douglas Sinetar is a registered investment advisor at Osaic Wealth, INC., based in Melville, NY, with 29 years of industry experience. Douglas 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
575 Broadhollow Road, Melville, NY, 11747
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Regulatory History (1)
Regulatory
February 2005Other Business ActivitiesSells Insurance
Douglas owns a sole proprietorship for referral purposes and works as an insurance broker selling and servicing fixed insurance products. He also works full-time as an Investment Advisor Representative for Lighthouse Financial Network, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations9 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.