Ran Regev
Ran Regev is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 17 years of industry experience. Ran 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
5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2024Customer Dispute
August 2024Customer Dispute
March 2024Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Ran is co-founder/manager at RSB Life, CEO of Regev Financial Group, and an insurance agent at Creative Financial Network, all involving selling and servicing insurance and securities products. He also dedicates minimal time to coordinating lecturers for The Riviera Parliament and participating in BIG, an Israeli C-level executive networking group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations13 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.