Melissa Darnell
Melissa Darnell is a registered investment advisor at Osaic Wealth, INC., based in Buffalo, NY, with 10 years of industry experience. Melissa 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
100 Corporate Pkwy, Ste 320, Buffalo, NY, 14226
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Regulatory History (1)
Financial
January 2018Other Business ActivitiesSells Insurance
Melissa works as a registered sales assistant at Atlas Wealth Advisors LLC, dedicating full-time hours to customer service and administrative support. She also provides sales assistance to an insurance agent for insurance and fixed annuity business, but spends minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Saperston Asset Management, INC.
Saperston Asset Management, INC.Broker
Legend Equities CorporationBroker
Legend Advisory Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.