Mark Poitras
Mark Poitras is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Riverhead, NY, with 17 years of industry experience. Mark 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 (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent through Kosinski Associates, Inc. and spends about 90% of his time providing services through East End Financial Group, Inc. He also volunteers with the Sag Harbor Volunteer Ambulance and is chairman of the North Haven Village Zoning Board of Appeals.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
East End Financial Group, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royal Alliance Associates, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
State Registrations6 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.