Daniel Wilson
Daniel Wilson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Somerville, NJ, with 28 years of industry experience. Daniel 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
92 East Main Street, Ste. 406, Somerville, NJ, 08876
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2022Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Daniel is an insurance producer selling fixed insurance products and a partner in K2W LLC, investing in rental real estate. He is also a general partner in Green Light Capital, investing in side projects, and an IAR representative with Securities America Advisors, spending nearly full-time on securities trading and investment advisory.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Signator Investors, INC.Broker
State Registrations27 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.