Gary Meyerer
Gary Meyerer is a registered investment advisor at Osaic Wealth, INC., based in New Fairfield, CT, with 46 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
New Fairfield, CT
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2007Customer Dispute
December 2006Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Gary is an advisor with Securities America Advisors, spending about a quarter of his time there. He is also an insurance agent selling life and variable insurance, and volunteers about 10-20% of his time for his wife's cotton candy business.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
Key Group Management, INC.
National Planning CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.