Matthew Medvesky
Matthew Medvesky is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 17 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
Sarasota, FL
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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
Matthew works as an advisor for SAA, dedicating about 10-20% of his time to investment advisory. He also engages in insurance sales, including life, disability, and long-term care insurance, as well as annuities, spending a few hours per week on this activity. Additionally, Matthew works full-time as a financial advisor for Spectrum Financial Planning Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Federated Investment Counseling
Federated Securities CORP.Broker
The O.N. Equity Sales CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Raike Financial Group INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.