Bryan Pollock
Bryan Pollock is a registered investment advisor at Osaic Wealth, INC., based in Raleigh, NC, with 13 years of industry experience. Bryan 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
Raleigh, NC
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Regulatory History (1)
Criminal
September 1999Other Business ActivitiesSells Insurance
Bryan is an insurance agent offering various insurance products, including accident & health, disability, fixed/indexed annuities, and life insurance since 2017. He also sells and services accident, health, group benefits, disability, fixed annuities, indexed annuities, long-term care, and life insurance through AO Wealth Partners since 2022; these activities each take about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.