Glenn Mehl
Glenn Mehl is a registered investment advisor at Osaic Wealth, INC., based in Farmingdale, NY, with 24 years of industry experience. Glenn 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
100 Broadhollow Rd, Ste 308, Farmingdale, NY, 11735
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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
Glenn is a partner in Term Solutions Network LLC and the President/owner of Glenn Mehl & Associates Inc., both involved in selling individual and group insurance products, fixed annuities, and providing insurance/investment consulting services. These activities take up a significant amount of Glenn's time, approximately 60 hours and 100 hours per month, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations15 states
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