Alan Melanson
Alan Melanson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in South Yarmouth, MA, with 26 years of industry experience. Alan 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
16 Forsythe Ave, South Yarmouth, MA, 02664
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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
Alan sells non-variable insurance products and owns rental property in Quincy, MA. He also serves as treasurer for Pilgrim Masonic Lodge and operates Cape Cod Wealth Strategies as a DBA for insurance sales, dedicating a few hours per week to each rental property and insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Sun Life Financial Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Sun Life of Canada (U.S.) Distributors, INC.Broker
State Registrations2 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.