Stuart Blankenship
Stuart Blankenship is a registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, with 45 years of industry experience. Stuart 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
8814 Fargo Road, Suite 103, Richmond, VA, 23229
Get directionsHistory
Regulatory History (1)
Financial
August 2020Other Business ActivitiesSells Insurance
Stuart is an insurance agent since 2012, offering accident/health, disability, fixed annuities, and traditional life insurance products. This takes about half of Stuart's time, including about half of his time during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Carillon Investments, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Sun Investment Services CompanyBroker
Penn Mutual Equity Services, INC.Broker
State Registrations2 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.