Nagendra Singh is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 19 years of industry experience. Nagendra 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
490 Wheeler Road, Ste 265, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nagendra is involved in several business activities, including tax preparation at Twin Forks Tax & Accounting, DK Planners, and Twin Forks Accounting Corp, where he is President and has 51% ownership. He also works for Magii Inc. as a registered assistant and is an adjunct professor at NYU.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
State Registrations1 state
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