Jack Kosinski is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Riverhead, NY, with 19 years of industry experience. Jack 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 Ave, Riverhead, NY, 11901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jack works as an assistant at East End Financial and as a wealth advisor at Kosinski Assc, Kosinski Associates, Inc., and East End Financial Group, Inc., dedicating about half his time to each of these roles. He also has real estate holdings and management responsibilities through 3KZ, LLC and Roanoke Ave., LLC, requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
East End Financial Group, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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