Lester Tadej
Lester Tadej is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 40 years of industry experience. Lester 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
Scottsdale, AZ
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Regulatory History (1)
Employment Separation After Allegations
July 2008Other Business ActivitiesSells Insurance
Lester is a sole proprietor engaged in sales and marketing of fixed annuities since 2017, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sagepoint Financial, INC.Broker
LPL Financial CorporationBroker
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
Rodman & Renshaw INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.