Alicia Pittman
Alicia Pittman is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 2 years of industry experience. Alicia 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
2938 Columbia Ave, Suite 102, Lancaster, PA, 17603
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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
Alicia works as a part-time American Sign Language interpreter, dedicating nearly full-time hours as a financial advisor and about a quarter of her time selling insurance products and fixed annuities. She also works a few hours per week as an administrative assistant and dedicates minimal time as a secretary for Reamstown Park Board.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations9 states
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