Christopher Vazquez
Christopher Vazquez is a registered investment advisor at Osaic Wealth, INC., based in Manhasset, NY, with 22 years of industry experience. Christopher 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
1615 Northern Blvd, Suite 304, Manhasset, NY, 11030
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Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including real estate, providing information to college-bound students, and e-commerce. He also works as a financial advisor and sells various insurance products, dedicating about 10-20% of his time to each insurance-related role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
LPL Financial Corporation
LPL Financial CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.