Anubhav Mullick
Anubhav Mullick is a registered investment advisor at Osaic Wealth, INC., based in Smithtown, NY, with 12 years of industry experience. Anubhav 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
22 Lawrence Ave, Suite 307, Smithtown, NY, 11776
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Anubhav operates under the DBA Murphy Financial Group and works with American Portfolio Advisors, both providing financial services. He also owns rental property through Bayview Capital Partners, is president of Vibanu Capital Corp, and has 50% ownership in Murphy/Mullick Capital Mgmt.
Employment History
Current Registrations
Osaic Wealth, INC.
Murphy & Mullick Capital Management CORP
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
State Registrations45 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.