Matthew Crafa
Matthew Crafa is a registered investment advisor at Osaic Wealth, INC., based in Garden City, NY, with 27 years of industry experience. Matthew 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
390 Old Country Road, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2020Customer Dispute
January 2020Customer Dispute
April 2019Other Business Activities
Matthew is a part owner and director of Retirement Advisory Service Corp (RASCORP), and a director at Gateway Investments, LLC, spending about 10-20% of his time at RASCORP and a few hours per week at Gateway Investments. He also owns shares in Gateway Group LLC, but dedicates minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Ladenburg Thalmann Asset Management INC
Ladenburg, Thalmann & CO., INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Royce Investment Group, INC.Broker
State Registrations17 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.