Edward Mclellan
Edward Mclellan is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 28 years of industry experience. Edward 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
Scottsdale, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2005Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Edward is involved in the sale of fixed annuities and fixed life insurance since 2022. This activity takes a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLC
LPL Financial LLCBroker
Compass Brokerage, INC.Broker
W.B. Mckee Securities, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations2 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.