Peter Janowsky
Peter Janowsky is a registered investment advisor at Osaic Wealth, INC., based in Jericho, NY, with 29 years of industry experience. Peter 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
380 N. Broadway, Suite 206, Jericho, NY, 11753
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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
Peter sells and services life and long-term care insurance, dedicating minimal time to it. He is also a partner at Ryan & Janowsky Financial Strategies Group and a moderator/panelist for a Public Access TV show about financial exploitation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Continental Broker-Dealer CORP.Broker
State Registrations11 states
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