Michael
Zatchey

Osaic Institutions, Inc

CRD#7321206
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Zatchey is a financial advisor based in Pittsburgh, Pennsylvania, working with Osaic Institutions, Inc. Michael has previously held positions at Pittsburgh Penguins (Dba Lemieux Group Llp), Thrivent Investment Management Inc, Thrivent Financial, Osaic Institutions, Inc, and First Commonwealth Bank. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Osaic Institutions, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 Saxonburg Boulevard
Pittsburgh, PA 15223

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

PA Average: $5,297,377,271
Total Number of Employees

722

PA Average: 35
Total Number of Accounts

8,478

PA Average: 690
Average Account Size

$427,771

PA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Zatchey Work History

2024 - Present (0 year)

Osaic Institutions, Inc

2024 - Present (0 year)

First Commonwealth Bank

2021 - 2023 (2 years)

Thrivent Investment Management Inc

2021 - 2021 (< 1 year)

Thrivent Financial

2021 - 2023 (2 years)

Thrivent Financial

2005 - 2020 (15 years)

Pittsburgh Penguins (Dba Lemieux Group Llp)

Disclosures

Please visit the SEC profile of Michael Zatchey 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 Institutions, Inc

James Mckenna
Dover, NH
John Chipelo
Meriden, CT
Henry Nunez
Scarsdale, NY
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Amy Grieves
Chapel Hill, NC
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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