DM
DM

Debra Murawski

22 Years of Experience
Rutherford, NJ
BrokerSells Insurance

Debra Murawski is a registered investment advisor at Osaic Wealth, INC., based in Rutherford, NJ, with 22 years of industry experience. Debra 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

Rutherford, NJ

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Debra is a broker of record for insurance (medical, life, and equity indexed annuities) and a financial advisor with Advantage Financial Services, spending minimal time on each. She also works as a substitute teacher for Bergen County, NJ, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - June 2024 · 3 yrs 11 mos
Securities America Advisors, INC.
July 2020 - June 2024 · 3 yrs 11 mos
Investacorp Advisory Services INC
May 2016 - July 2020 · 4 yrs 2 mos
Investacorp, INC.Broker
November 2003 - July 2020 · 16 yrs 8 mos
State Registrations13 states
AZCAFLMAMDNCNJNVNYPASCTXVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.