Brian Mckee
Brian Mckee is a registered investment advisor at Osaic Wealth, INC., based in Albany, NY, with 19 years of industry experience. Brian 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
421 New Karner Road, Suite 9, Albany, NY, 12205
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Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Brian owns Rosendale Construction LLC, providing home improvement and construction services, and is a member of Rosendale Holdings LLC and Rosendale Management LLC. He also acts as power of attorney for his mother and is an investment advisor representative at Keystone Financial Management LLC, which includes selling insurance products, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
State Registrations16 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.