Todd Dudonis
Todd Dudonis is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Massapequa, NY, with 28 years of industry experience. Todd 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
4190 Sunrise Highway, Massapequa, NY, 11758
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Regulatory History (2)
Regulatory
May 2010Employment Separation After Allegations
October 2008Other Business ActivitiesSells Insurance
Todd sells fixed and life insurance, dedicating a few hours per week to this non-securities related activity. He also works as a tax preparer, spending a few hours per week on tax return preparation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Private Client Asset Management, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fidelity Brokerage Services LLCBroker
The Dreyfus Service CorporationBroker
Salomon Smith Barney INC.Broker
Gaines, Berland INC.Broker
Royce Investment Group, 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.