Geoffrey Newman
Geoffrey Newman is a registered investment advisor at Osaic Wealth, INC., based in Silver Springs, MD, with 16 years of industry experience. Geoffrey 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
10 Post Office Rd, Suite 222, Silver Springs, MD, 20910
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2013Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Geoffrey is an employee of Newman Financial Advising and president of Acacia Wealth Management, which is a DBA for his financial advising practice. He is also an employee in a fixed insurance business, and dedicates about a quarter of his time to it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
H. Beck, INC.
H. Beck, INC.
H. Beck, INC.Broker
Pruco Securities, LLC.Broker
State Registrations18 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.