Daniel Polansky
Daniel Polansky is a registered investment advisor at Osaic Wealth, INC., based in Clifton Park, NY, with 21 years of industry experience. Daniel 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
659 Plank Road, Clifton Park, NY, 12065
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2025Customer Dispute
February 2025Employment Separation After Allegations
February 2018Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Daniel is affiliated with American Portfolios Advisors for fee-based advisory services and Madison Wealth Managers as an insurance broker. He also works with FIS Marketing LLC selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mercer Allied Company, L.P.Broker
Janney Montgomery Scott LLCBroker
State Registrations17 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.