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John Salvaggio

Osaic Institutions, INC.
38 Years of Experience
Boston, MA
1 DisclosureBroker
View SEC Summary
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John Salvaggio is a registered investment advisor at Osaic Institutions, INC., based in Boston, MA, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boston, MA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Osaic Institutions, INC.
May 2011 - Present · 15 yrs 5 mos
Osaic Institutions, INC.Broker
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Marblehead Capital, LLC
December 2010 - April 2011 · 4 mos
Cco Investment Services CORP.
August 2007 - October 2009 · 2 yrs 2 mos
Cco Investment Services CORP.Broker
August 2007 - October 2009 · 2 yrs 2 mos
First Dunbar Securities CorporationBroker
November 2006 - July 2007 · 8 mos
Investors Capital Advisory
July 2004 - November 2006 · 2 yrs 4 mos
Eastern Point Advisors INC.
October 1998 - June 2004 · 5 yrs 8 mos
Investors Capital CORP.Broker
August 1998 - November 2006 · 8 yrs 3 mos
Linsco/private Ledger CORP.Broker
June 1994 - August 1998 · 4 yrs 2 mos
Investacorp, INC.Broker
May 1990 - July 1994 · 4 yrs 2 mos
Mutual Benefit Financial Service CompanyBroker
August 1989 - August 1990 · 1 yr
Winthrop Securities CO., INC.Broker
January 1988 - May 1988 · 4 mos
Dean Witter Reynolds INC.Broker
April 1986 - January 1988 · 1 yr 9 mos
Ur Financial, INC., a California CorporationBroker
March 1985 - December 1985 · 9 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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