ChooseAFinancialAdvisor.com
Advisors / New York / Melville
34yrs

Eric Arkin

Financial advisor at Osaic Wealth

Eric Arkin has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Melville, New York. Eric joined Osaic Wealth in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.

Melville, NY 11747Top 10% by experience nationwideFiduciary advisor
Call Osaic WealthDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office575 Broadhollow Road, Melville, NY 11747
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    Osaic Wealth, Inc.Current firm

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Osaic Wealth at (800) 821-5100 and ask for Eric Arkin. Eric works from the Melville, NY office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.

What licenses does Eric hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Morgan Stanley
46yrs
Robert Cohen
Financial advisor
58 South Service Road Suite 400
Melville, NY 11747
Top advisor by experience in Melville
Fiduciary
Call Directions
Osaic Wealth
46yrs
Michael Klein
Financial advisor
575 Broadhollow Road
Melville, NY 11747
Top 1% by experience in Melville
Fiduciary
Call Directions
Morgan Stanley
46yrs
Michael Gershenson
Financial advisor
58 South Service Road Suite 400
Melville, NY 11747
Top 1% by experience in Melville
Fiduciary
Call Directions
Morgan Stanley
45yrs
Warren Rivetz
Financial advisor
58 South Service Road Suite 400
Melville, NY 11747
Top 1% by experience in Melville
Fiduciary
Call Directions
Wells Fargo Advisors
45yrs
Paul Shipkoskie
Financial advisor
68 S Service Rd Suite 200
Melville, NY 11747
Top 1% by experience in Melville
PlanningInvesting
Call Directions
Morgan Stanley
45yrs
Dino Carfora
Financial advisor
58 South Service Road Suite 400
Melville, NY 11747
Top 1% by experience in Melville
Fiduciary
Call Directions

See all advisors near Melville