Gary Alexander
Gary Alexander is a registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 25 years of industry experience. Gary 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
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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
Gary is a partner at Strategic Resource Group, LLC, where he sells fixed insurance products, dedicating about half of his time. He is also the president of CVA Capital Inc, but this is for tax purposes only and requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Metlife Investors Distribution CompanyBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Sterling Financial Investment Group, INC.Broker
Sterling Financial Investment Group, INC.Broker
Fiserv Securities, INC.Broker
Fiserv Securities, INC.Broker
Fiserv Correspondent Services, INC.Broker
Prime Charter LTD.Broker
Gkn Securities CORP.Broker
State Registrations17 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.