Owen Syckle
Owen Syckle is a registered investment advisor at Osaic Institutions, INC., based in Virginia beach, VA, with 11 years of industry experience. Owen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
Virginia beach, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Owen is the founder of Van Syckle Group/Sales Acceleration Academy, providing consulting, training, speaking, and coaching services, dedicating about half of his time. He is also an author and speaker, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 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.