Osaic Wealth
37yrs
Top advisor by experience in Needham Heights
3yrs
Max Morgovsky
Financial advisor at Osaic Wealth
Max Morgovsky has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Needham Heights, Massachusetts. Max has been with Osaic Wealth since 2023. 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 23 advisors with offices in Needham Heights, and one of 21 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office160 Gould Street Suite 212, Needham Heights, MA 02494
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 ?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 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
Contact Max
160 Gould Street Suite 212Needham Heights, MA 02494Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Max
How do I contact Max?
Call Osaic Wealth at (800) 821-5100 and ask for Max Morgovsky. Max works from the Needham Heights, MA office.
How long has Max been a financial advisor?
Max has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Max 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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