Janna Connolly
Janna Connolly is a registered investment advisor at Osaic Wealth, INC., based in Syracuse, NY, with 11 years of industry experience. Janna 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
2700 Bellevue Avenue, Winkworth Profession, Syracuse, NY, 13219
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Regulatory History (1)
Financial
March 2019Other Business ActivitiesSells Insurance
Janna helps her children with their fishing lure business, Reel Cool Lures, dedicating a few hours per week. Janna is also an insurance producer, selling and servicing fixed insurance and annuities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations17 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.