Gary Radler
Gary Radler is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Newington, CT, with 48 years of industry experience. Gary 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
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.