Joshua Dobi
Joshua Dobi is a registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 27 years of industry experience. Joshua 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
790 Holiday Drive Foster Plaza 11, 2nd Floor, Pittsburgh, PA, 15220
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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
Joshua is involved in several business activities, including independent insurance sales through Dobi Financial Group, LLC, and securities and insurance-related business through North Main Financial Group LLC, which he owns and dedicates full-time hours to. He also owns Oakwood Financial Group, providing investment management and financial planning services, taking about half of his time, and sells property & casualty insurance to clients through North Main Financial Group LLC, dedicating minimal time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
T & D Advisors Incorporated
American General Securities IncorporatedBroker
State Registrations41 states
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