Steven Denkberg is a registered investment advisor at Osaic Wealth, INC., based in Garden City, NY, with 13 years of industry experience. Steven 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
390 Old Country Road, 2nd Floor, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a 25% owner of Liberty Realty Associates LLC, which owns rental property, dedicating minimal time to it. He also works as a financial advisor for Retirement Advisory Services Corp and Gateway Investments LLC, spending about a quarter of his time and nearly full-time on each, respectively. Additionally, Steven is counsel to the Commissioners of The New York City Board of Elections, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations16 states
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