Jacob
Sadwick
Osaic Wealth, Inc
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About this Advisor
Jacob Sadwick is a financial advisor based in Victor, New York, working with Osaic Wealth, Inc. Jacob has previously held positions at Epic Advisors, Lincoln Financial Group, University Of Rochester, Manning And Napier, Morgan Stanley, Morgan Stanley Private Bank, N.A, Securities America, Inc, Securities America Advisors, Inc, and Osaic Wealth, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and New York. Currently, Jacob is part of Osaic Wealth, Inc, which operates out of Victor, 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
Jacob Sadwick Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America, Inc
Securities America Advisors, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Manning And Napier
University Of Rochester
University Of Rochester
Lincoln Financial Group
Epic Advisors
Disclosures
Please visit the SEC profile of Jacob Sadwick 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 Osaic Wealth, Inc
Waterloo, IA
Smithmill, PA
Effingham, IL
Overland Park, KS
Lake Worth, FL
Mc Lean, VA
Fort Wayne, IN
Emporia, KS
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