Daniel Larsen
Daniel Larsen is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hauppauge, NY, with 12 years of industry experience. Daniel 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
330 Motor Parkway, Hauppauge, NY, 11788
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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
Daniel is dually-registered and spends about 90% of his time as an investment advisor representative. He also engages in insurance sales, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Nestegg Advisors, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Cornerstone Wealth Advisors, INC.
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.