Peter Jesanis
Peter Jesanis is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Vernon, CT, with 45 years of industry experience. Peter 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
428 Hartford Turnpike, Suite 109, Vernon, CT, 06066
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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
Peter is the president of Key Financial Concepts, Inc., providing financial planning and investment advisor services, taking about a quarter of his time. He also works as an insurance agent and prepares income taxes, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Key Financial Concepts, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Lincoln Financial Securities CorporationBroker
Polaris Financial Services, INC.Broker
Multi-Financial Securities CorporationBroker
Financial Network Investment CorporationBroker
American Pacific Securities CorporationBroker
Uslife Equity Sales CORP.Broker
Bnl Securities INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations18 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.