Jeffrey Sultan
Jeffrey Sultan is a registered investment advisor at Osaic Wealth, INC., based in Boyton Beach, FL, with 46 years of industry experience. Jeffrey 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
Boyton Beach, FL
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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
Jeffrey sells fixed insurance products through a sole proprietorship and commercial lines insurance through Madison Planning, dedicating about 10-20% of his time and minimal time, respectively. He also has a fee-based advisory business through American Portfolios Advisors, Inc. and is affiliated with Partners Financial.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Madison Advisory Services, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Briarcliff Capital CORP.Broker
J Giordano Securities GroupBroker
Capital Growth Financial, LLCBroker
Ksh Investment Group, INC.Broker
Avalon Research Group, INC.Broker
Oppenheimer & CO., INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Painewebber IncorporatedBroker
Rooney, Pace INC.Broker
Laidlaw Adams & Peck INC.Broker
Cralin & CO., INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations12 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.