Richard
Osikowicz
Glass Jacobson Wealth Advisors
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About this Advisor
Richard Osikowicz is a financial advisor who works out of Owings Mills, Maryland who has 5 years of industry experience. Osikowicz is an advisor for Glass Jacobson Wealth Advisors. During their career, the advisor has held roles at Triad Advisors Inc, Planning Solutions Group, LLC, Pnc Capital Advisors, LLC, Pnc Funds Distributors, LLC, Glass Jacobson Investment Advisors LLC and Triad Advisors. Osikowicz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Glass Jacobson Wealth Advisors is an advisory company headquartered in Owings Mills, MD. It has a total of 19 employees. It controls $770 million in assets under management between its 1,764 accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,764 customer accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules usually are based on which services are provided. However, fee types charged by Glass Jacobson Wealth Advisors likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glass Jacobson Wealth Advisors Brokerage Details
$770,077,413
19
1,764
$436,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Richard Osikowicz Work History
Richard has been registered as a financial advisor for 5 years.*
Glass Jacobson Investment Advisors LLC
Triad Advisors
Pnc Capital Advisors, LLC
Pnc Funds Distributors, LLC
Triad Advisors Inc
Planning Solutions Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Osikowicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Glass Jacobson Wealth Advisors
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Rockville, MD
Owings Mills, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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