Merri Benjamin
Merri Benjamin is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 14 years of industry experience. Merri 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
275 Hess Boulevard, Suite 100, Lancaster, PA, 17601
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Regulatory History (1)
Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Merri is a notary public, an insurance broker through New York Long Term Care Brokers, a registered assistant at Ambassador Advisors, an independent insurance agent, and works at Faithward Advisors, LLC. She dedicates full-time hours to both Ambassador Advisors and Faithward Advisors, LLC, a few hours per week to insurance sales, and minimal time to her notary public duties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Faithward Advisors, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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.