Geeta Brana
Geeta Brana is a registered investment advisor at Osaic Wealth, INC., based in Holmdel, NJ, with 14 years of industry experience. Geeta 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
960 Holmdel Road, Building 1, Second Floor, Suite 201, Holmdel, NJ, 07733
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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
Geeta is an agent selling fixed insurance products, including life, accident, health, fixed annuities, and long-term care, dedicating nearly full-time hours to this role. She is also the founder of WHEEL Networking Group, a non-profit social media networking group for women, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations11 states
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