Adam Greenspan is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Boston, MA, with 20 years of industry experience. Adam 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
175 Federal Street, Suite 1050, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is co-owner of Hildene Financial Group LLC and Excalibur Wealth Advisory LLC, both used for business expense management, and owner of Greenspan Financial Planning LLC. He is also President of the Emma Greenspan Foundation, organizing events and fundraising.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Scottrade, INC.Broker
Financial West Group
Financial West GroupBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.