Edward Vrona is a registered investment advisor at Osaic Wealth, INC., based in Holbrook, NY, with 14 years of industry experience. Edward 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
4250 Veterans Memorial Hwy, Suite 100E, Holbrook, NY, 11741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a managing member of Vrona & Van Schuyler CPA's LLC and president of Trey Payroll Corp, dedicating nearly full-time and minimal time respectively. He also serves as a trustee/director for the Sylvan Family Foundation and is an investment advisor representative with American Portfolios Advisors, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
Professional Planning Services
American Portfolios Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 states
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