Dustin Aiguier
Dustin Aiguier is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in South Yarmouth, MA, with 20 years of industry experience. Dustin 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
16 Forsythe Ave, South Yarmouth, MA, 02664
Get directionsHistory
Regulatory History (6)
Regulatory
January 2016Regulatory
December 2015Customer Dispute
September 2015Regulatory
September 2015Employment Separation After Allegations
June 2015Customer Dispute
January 2013Other Business ActivitiesSells Insurance
Dustin is involved in several business activities, including fixed brokerage, insurance sales (life insurance, annuities, and P&C), and owning Cape Cod Wealth Strategies & Insurance Services, LLC, which takes nearly full-time. He also dedicates minimal time to a youth baseball league and renting space in an office building he owns.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations20 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.