Lancer Cuddy is a registered investment advisor at Osaic Wealth, INC., based in Eagle, ID, with 24 years of industry experience. Lancer 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
873 E. State Street, Eagle, ID, 83616
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Regulatory History (1)
Financial
November 2017Other Business Activities
Lancer works as an operations associate at Continuum Advisory, supporting investment-related operations. This takes nearly full-time, with some hours during trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Scottrade, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.