Ramsey Khattab
Ramsey Khattab is a registered investment advisor at Osaic Wealth, INC., based in Paramus, NJ, with 26 years of industry experience. Ramsey 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
61 South Paramus Road, Suite 425, Paramus, NJ, 07652
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Ramsey is involved in several business activities, including offering various types of insurance (life, accident, health, disability, and group benefits) and owning multiple entities such as Arab Circle Inc., Ramsey Aesthetics & Wellness Management MT-NJ LLC, Biohacking by Design LLC, and Eternite Medical Academy LLC. He also participates in multi-level marketing with Bemer and ACN Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Allstate Financial Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.