WP
WP

Walter John Podgurski

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

One Airport Place, Suite 3, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Walter is the owner/statutory agent of Veritas Investment Group LLC, dedicating a few hours per week to the sale of insurance products. He also works full-time as an investment adviser representative for New Century Financial Group LLC, managing client portfolios.

Employment History
Current Registrations
Osaic Wealth, INC.
September 2025 - Present · 5 mos
New Century Financial Group, LLC
January 2008 - Present · 18 yrs 1 mo
Osaic Wealth, INC.Broker
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
Wachovia Securities, LLCBroker
October 1999 - January 2008 · 8 yrs 3 mos
Wachovia Securities, LLC
January 1998 - January 2008 · 10 yrs
First Union Capital Markets CORP.Broker
January 1997 - October 1999 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
March 1988 - January 1997 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1987 - February 1988 · 8 mos
E. F. Hutton & Company INCBroker
July 1984 - August 1985 · 1 yr 1 mo
Philips, Appel & Walden, INC.Broker
June 1983 - July 1984 · 1 yr 1 mo
First Jersey Securities, INC.Broker
April 1981 - May 1983 · 2 yrs 1 mo
State Registrations17 states
AZCACODEFLINKSLAMDNCNJNYOHPASCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.