Joseph Fermano
Joseph Fermano is a registered investment advisor at Osaic Wealth, INC., based in Haddon Heights, NJ, with 43 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
524 Station Ave, Haddon Heights, NJ, 08035
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Joseph is involved in several outside business activities, including motivational training services, hosting a radio show, and serving as board chair for a school. He also sells fixed annuities and life insurance, dedicating about 10-20% of his time to this activity, and has ownership stakes in a pizza business and real estate.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Liberty Securities CorporationBroker
Invest Financial CorporationBroker
First Union Brokerage Services, INC.Broker
Liberty Securities CorporationBroker
First Colonial Securities Group, INC.Broker
Janney Montgomery Scott INC.Broker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Butcher & Singer INC.Broker
First Jersey 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.