John Bogucz
John Bogucz is a registered investment advisor at Osaic Wealth, INC., based in Boonton, NJ, with 44 years of industry experience. John 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
Boonton, NJ
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2002Customer Dispute
August 2000Customer Dispute
March 1991Other Business ActivitiesSells Insurance
John makes and sells a board game on Etsy as a hobby, dedicating minimal time. He also offers life insurance and annuities to his clients and is the treasurer of the Boonton Township volunteer fire department.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Thomas Group CapitalBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Roberts Securities CorporationBroker
State Registrations19 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.