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Leandro Galhardo Fenster

Osaic Wealth, Inc.

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About Leandro Galhardo Fenster

Leandro Galhardo Fenster is a financial advisor with over 16 years of experience in the industry. Leandro is currently registered with OSAIC WEALTH, INC. and has previously held positions at WOODBURY FINANCIAL SERVICES, INC., CAPITAL ONE INVESTING, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY and OPPENHEIMER & CO. INC. Leandro specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Leandro's experience and expertise make him a valuable resource for clients seeking comprehensive financial advice.

Firm Information

Leandro Fenster is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

535 Broadhollow Rd

Melville, NY 11747

$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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Leandro Fenster’s Registration & Firm History

NY

01/19/2024 - Present

Osaic Wealth, Inc. (Melville NY)

NY

07/11/2018 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (Melville NY)

NY

01/02/2015 - 07/11/2018

CAPITAL ONE INVESTING, LLC (WESTBURY NY)

NY

04/22/2013 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (CEDARHURST NY)

NY

09/19/2011 - 01/11/2013

WELLS FARGO ADVISORS, LLC (MELVILLE NY)

NY

06/04/2010 - 06/17/2011

MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)

NY

10/25/2006 - 03/15/2010

OPPENHEIMER & CO. INC. (HAUPPAUGE NY)

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Licenses & Designations

BOTH

Issued 11/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/28/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 10/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leandro Galhardo Fenster.
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