John Molinaro
John Molinaro is a registered investment advisor at Osaic Wealth, INC., based in Lewisburg, PA, with 43 years of industry experience. John 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
130 Buffalo Road, Suite 211, Lewisburg, PA, 17837
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 1994Customer Dispute
April 1994Employment Separation After Allegations
December 1993Other Business ActivitiesSells Insurance
John is the owner of MoneyWise, Inc., where he sells and services insurance and fixed annuity contracts. He also works with Securities America Advisors, Inc. as an Investment Advisor Representative, buying and selling securities for clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.