Brian Greenberg
Brian Greenberg is a registered investment advisor at Osaic Wealth, INC., based in Marlton, NJ, with 29 years of industry experience. Brian 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
1 Eves Drive, Suite 111, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Brian is an insurance agent offering various insurance products since 2016, dedicating a few hours per week. He also owns a CPA/LLC entity for tax preparation, taking about half his time, and owns a real estate rental property, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Cfs Brokerage CORP.Broker
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.