Christopher Ochlan
Christopher Ochlan is a registered investment advisor at Osaic Wealth, INC., based in Uniondale, NY, with 28 years of industry experience. Christopher 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
333 Earle Ovington Boulevard, Suite 510, Uniondale, NY, 11553
Get directionsHistory
Regulatory History (1)
Regulatory
February 2007Other Business ActivitiesSells Insurance
Christopher is a CFO for Enroute Computer Solutions Inc, which takes about half of his time. He is also an investment advisor representative with Securities America Advisors, dedicating about half of his time, and an insurance representative with TSG Financial, spending a few hours per week. Christopher also owns and operates CAD Realty LLC, investing in real estate, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, INC.Broker
New England SecuritiesBroker
State Registrations8 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.