Mark Gajowski
Mark Gajowski is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 27 years of industry experience. Mark 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
490 Wheeler Road, Ste 265, Hauppauge, NY, 11788
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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
Mark is the founder of MAGII Inc., providing employee benefits and insurance advisory and consulting services, and spends a few hours per week on this. He is also the managing member of MAGII Pension Services, LLC, a retirement plan administration firm, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Veravest Investments, INC.Broker
Cambridge Investment Research, INC.Broker
First Allied Securities, INC.Broker
First Montauk Securities CORP.Broker
State Registrations21 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.