Gerard Desmond is a registered investment advisor at Osaic Wealth, INC., based in Berwyn, PA, with 25 years of industry experience. Gerard 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
1205 Westlakes Dr., Suite 290, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerard is a Client Management Leader at Gallagher Fiduciary Advisors and Gallagher Benefit Services, both investment consulting roles, taking nearly full-time and about a quarter of his time, respectively. He also serves as President of the Manor Club at Fords Colony Timeshare Association Board of Directors, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Investment Services, LLCBroker
Hamilton Cavanaugh & Associates, INC.Broker
Charles W. Cammack Associates, INC.Broker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
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.