Spencer Corzine
Spencer Corzine is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Clifton Springs, NY, with 28 years of industry experience. Spencer 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
110 Professional Park, Clifton Springs, NY, 14432
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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
Spencer works in insurance sales and service for Anderson-Vanhorne Associates, Inc., dedicating minimal time to this activity. He also works as a CFP for AVH Invest, providing investment advisory services through Securities America Advisors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wall Street Financial Group, INC.Broker
State Registrations32 states
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