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Victor Sanders

18 Years of Experience
Scottsdale, AZ
Broker

Victor Sanders is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 18 years of industry experience. Victor 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

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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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 Activities

Victor models for Graco Children's Products since 2022. This takes minimal time and is not investment-related.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2025 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Fs, INC.Broker
May 2023 - January 2025 · 1 yr 8 mos
Osaic Fa, INC.
December 2017 - January 2025 · 7 yrs 1 mo
Osaic Fa, INC.Broker
December 2017 - January 2025 · 7 yrs 1 mo
Managed Account Services, LLCBroker
May 2010 - January 2018 · 7 yrs 8 mos
Independent Portfolio Consultants, INC.
February 2009 - December 2017 · 8 yrs 10 mos
Jesup & Lamont Securities CORP.
October 2008 - December 2009 · 1 yr 2 mos
Jesup & Lamont Securities CORPBroker
March 2008 - May 2010 · 2 yrs 2 mos
State Registrations1 state
GA
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.