Michael Chernoff
Michael Chernoff is a registered investment advisor at Osaic Wealth, INC., based in Tampa, FL, with 48 years of industry experience. Michael 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
8548 North Dale Mabry Highway, Suite 2-A, Tampa, FL, 33614
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Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Michael owns IAT Inc., an independent insurance sales business, and spends nearly full-time on IAT Wealth Partners, focusing on investments and insurance. He also dedicates about 10-20% of his time to Insurance and Trust, selling property and casualty insurance, and minimal time to collecting rents and attending Tampa Bay Estate Planning Council meetings.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
American General Securities Incorporated
Fortis Investors, INC.Broker
Uslife Equity Sales CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations5 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.