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Daniel Joseph Perdziak

Osaic Wealth, Inc.

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About Daniel Joseph Perdziak

Daniel Joseph Perdziak is a financial advisor with over 13 years of experience in the industry. Daniel is currently registered with Osaic Wealth, Inc. in New Jersey and New York. Daniel also has previous experience with Mercer Allied Company, L.P., American Portfolios Financial Services, Inc., and Madison Wealth Managers. Daniel has a strong educational background and holds the Series 66, Series 24, Series 7, and SIE licenses. Daniel provides various services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Daniel Perdziak is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Perdziak’s Registration & Firm History

NY

10/11/2024 - Present

Osaic Wealth, Inc. (Clifton Park NY)

NY

12/10/2009 - 03/20/2015

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 02/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Perdziak.
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