Joseph Coluccelli
Joseph Coluccelli is a registered investment advisor at Osaic Wealth, INC., based in Pittsford, NY, with 44 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
55 Sully's Trl, Suite F, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2017Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Joseph is the 100% owner of Joseph A Coluccelli & Associates, an insurance business, dedicating full-time hours to it. He also works with Crump, an insurance brokerage agency, and Specific Solutions selling insurance products, while also working with American Portfolios Advisors, Inc. managing accounts.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
NFP Advisor Services, LLCBroker
Veravest Investments, INC.Broker
Sma Equities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.