Strategic Investment Solutions
42yrs
Top advisor by experience in Bluffton
33yrs
Based in Bluffton, South Carolina, Michael Brotsky is a fiduciary financial advisor with 33 years of industry experience. Michael has been with Osaic Wealth since 2023; before that, Michael spent ten years at FSC Securities and two years at Morgan Stanley. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 118 advisors with offices in Bluffton, and one of 107 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience in South Carolina
Office2 Belfair Oaks Blvd Suite 2a, Bluffton, SC 29910
FirmOsaic Wealth
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 ?2 states
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.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2023FSC Securities CorporationPreviously
- 2011 – 2014Morgan StanleyPreviously
- 2007 – 2011Wells Fargo Clearing Services, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Osaic Wealth at (800) 821-5100 and ask for Michael Brotsky. Michael works from the Bluffton, SC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1994, about 33 years. Top 11% by experience in South Carolina.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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.
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