Ronald Taylor is a registered investment advisor at Osaic Wealth, INC., based in Denver, CO, with 25 years of industry experience. Ronald 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
4700 S. Syracuse Street, Suite 830, Denver, CO, 80237
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Regulatory History (2)
Criminal
September 1994Criminal
October 1993Other Business Activities
Ronald is an Investment Adviser Representative (IAR) with Novem Group since 2022, dedicating about half of his time to delegating FLS of other IARs and assisting in client asset management. He is also a Registered Principal and Investment Adviser Representative in a supervisory capacity with Osaic Wealth, Inc. since 10/2024, spending about half his time in this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations43 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.