Samantha Webster is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 24 years of industry experience. Samantha 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
110 Linden Oaks, Suite E, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha works full-time as an advisor for Ciccarelli Advisory Services and Park Central LLC, providing financial planning and investment advice. She is also a partner at Park Central LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Ciccarelli Advisory Services INC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations5 states
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