Craig Peterson
Craig Peterson is a registered investment advisor at Osaic Wealth, INC., based in Canonsburg, PA, with 4 years of industry experience. Craig 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
375 Southpointe Blvd, Suite 440, Canonsburg, PA, 15317
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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
Craig is appointed with outside insurance carriers to broker non-registered insurance products, dedicating about 10% of his time to this activity. He also operates under the DBA name of Transparent Financial Solutions, LLC to sell New York Life products and services and broker non-registered insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 states
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