Philip Quealy
Philip Quealy is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 22 years of industry experience. Philip 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
5601 Mariner St, Suite 475, Tampa, FL, 33609
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Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Philip is the president of Lazy 8 Enterprises, LLC and owner of Quealy P.A. Inc, dedicating minimal time to each. He also operates a sole proprietorship offering fixed annuities and non-variable insurance products, including life, accident, health, disability income, and long-term care, which takes about a third of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations5 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.