Cynthia Spekhart
Cynthia Spekhart is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bridgewater, NJ, with 27 years of industry experience. Cynthia 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
674 US Highway 202/206 N, Bldg. 4 S, Ste. 2, Bridgewater, NJ, 08807
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Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Cynthia is an investment advisor representative and financial planner, dedicating nearly all of her time to these activities. She also sells long-term care, life, and health insurance, and provides insurance sales and service, spending about 10-20% of her time on these insurance-related activities, and is also an attorney at law, spending about a quarter of her time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.Broker
Dean Witter Reynolds INC.Broker
Quick & Reilly, INC.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.