Brian Ginty is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kingston, NY, with 25 years of industry experience. Brian 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
325 Albany Ave, Kingston, NY, 12401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a board member for Gateway Community Ind and Ulster Federal Credit Union, treasurer for Poukeepsie Tennis Club, and an assistant lacrosse coach. He also serves as president of Hudson Valley Financial Services, a financial advisory and tax preparation service, dedicating nearly full-time hours, and manages commercial real estate through Brian C Ginty Properties LLC and CGS Properties LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Salomon Smith Barney INC.Broker
State Registrations22 states
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