Aadil Zaman is a registered investment advisor at Osaic Wealth, INC., based in New York, NY, with 22 years of industry experience. Aadil 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
450 Seventh Ave Ste 605, New York, NY, 10123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aadil works as a freelance actor, is the Board Treasurer for his coop building, and is an advisor with Wall Street Alliance Group. Aadil dedicates full-time hours to his advisory business and a few hours per week to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
National Asset Management, INC.
National Securities CorporationBroker
Continental Broker-Dealer CORP.Broker
State Registrations43 states
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