Joseph Kosinski is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Riverhead, NY, with 22 years of industry experience. Joseph 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
318 Roanoke Avenue, Riverhead, NY, 11901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an investment advisor representative with East End Financial Group and a registered representative with American Portfolios Financial Services. He also serves on the board of the Gwen L. Kosinski Foundation, owns real estate through multiple LLCs, is a board member for East Moriches School, and is a partner in Kosinski Associates and East End Financial Group.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
East End Financial Group, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sovereign Asset Management Corporation
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Wachovia Securities, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations31 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.