Justin Budnick
Justin Budnick is a registered investment advisor at Osaic Wealth, INC., based in East Hartford, CT, with 11 years of industry experience. Justin 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
95 Leggett Street, East Hartford, CT, 06108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is an insurance agent offering life and disability insurance, taking about half his time. He is also a Managing Member/Investment Advisor Rep for Budnick Capital LLC and a Registered Rep for OSAIC Wealth, Inc., offering investment advisory and broker/dealer products, respectively, and dedicating about 10-20% of his time to the latter. Justin also serves as a board member for a non-profit, dedicating minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Budnick Capital, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations11 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.