Ronald Palastro
Ronald Palastro is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Brooklyn, NY, with 41 years of industry experience. Ronald 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
8119 - 7th Avenue, Brooklyn, NY, 11228
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Ronald is the CEO/Founder/Investment Advisor Representative of Cobblestone Wealth Advisors, focusing on financial planning and asset management. He also works as an insurance broker and is the President & CEO of RS Palastro Financial Planning Services, dedicating nearly full-time hours to helping people make smart financial decisions.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Cobblestone Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
State Registrations9 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.