William Deyoung is a registered investment advisor at Osaic Wealth, INC., based in East Hartford, CT, with 22 years of industry experience. William 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
111 Founders Plaza, East Hartford, CT, 06108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an Area Vice President at Gallagher Fiduciary Advisors and Gallagher Benefit Services, both investment consulting firms, dedicating nearly full-time and about a quarter of his time respectively. He is also a managing member of Project Big Sky, focusing on product placement and marketing decisions, which requires minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Usi Securities, INC.Broker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Directed Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations11 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.