Jeremy Raco
Jeremy Raco is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 29 years of industry experience. Jeremy 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
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2012Customer Dispute
November 2011Customer Dispute
May 2007Criminal
July 1994Other Business ActivitiesSells Insurance
Jeremy sells insurance through APFS Rochester, dedicating a few hours per week. He also works as an investment adviser representative for Novem Group and a registered representative for OSAIC Wealth, Inc., spending about half his time on each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Signator Investors, INC.Broker
State Registrations11 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.