Daniel
Vobroucek
Osaic Wealth, Inc
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About this Advisor
Daniel Vobroucek is a financial advisor based in Goshen, New York, working with Osaic Wealth, Inc. Daniel has previously held positions at Securities America, Inc, Quest Financial Services, Coach New York, Access Supports For Living, Securities America Advisors, and Osaic Wealth, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Daniel is part of Osaic Wealth, Inc, which operates out of Goshen, New York. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Vobroucek Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America Advisors
Securities America, Inc
Quest Financial Services
Access Supports For Living
Coach New York
Disclosures
Please visit the SEC profile of Daniel Vobroucek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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