Jeffery Darwish
Jeffery Darwish is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 26 years of industry experience. Jeffery 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
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (8)
Customer Dispute
July 2020Customer Dispute
August 2019Regulatory
October 2015Customer Dispute
March 2013Customer Dispute
March 2010Customer Dispute
June 2009Customer Dispute
February 2009Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Jeffery is the president and wealth advisor for Pinnacle Wealth Advisors, dedicating full-time hours to financial planning, research, investment management, and client meetings. He is also an independent insurance agent selling annuities and life insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Spc
Sigma Financial CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 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.