Gary Radler
Gary Radler is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Newington, CT, with 49 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Newington, CT
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Employment Separation After Allegations
November 1997Other Business ActivitiesSells Insurance
Gary is a partner in JPG Partners, LLC, owning and renting apartments, and owns Fixed Insurance, offering fixed insurance products. He also owns SAA, an advisory business, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Beacon Financial Advisory Group, LLC
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
Robert Thomas Securities, INCBroker
Broad Reach Capital, INC.Broker
Cigna Securities, INC.Broker
State Registrations9 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.
Exams
More Advisors
- David Peichert, CFPCetera Investment Advisers LLC
- Margaret Moore, CFPMML Investors Services, LLC
- Paul Muska, ChFCEdward Jones
- Kayse Kress, CFPDocsfp