Kaitlyn Seybuck is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Raleigh, NC, with 4 years of industry experience. Kaitlyn 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
343 E Six Forks Road, Suite 100, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kaitlyn works full-time as a Wealth Manager/Employee for Steward Wealth Strategies, which is the DBA for her advisor practice. She spends 130 hours per month on securities trading.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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