Don Iacono
Don Iacono is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Virginia Beach, VA, with 43 years of industry experience. Don 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
5511 Princess Ann Road, Suite 102, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Don is a licensed life and health insurance agent, though it's unclear if he currently sells insurance. He also runs a full-time tax practice and is a volunteer board member and treasurer for a dental clinic, and spends minimal time as a tax instructor/speaker.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investors Security Company, INC.Broker
Carnegie Securities CorporationBroker
Planned Investments INC.Broker
Focus II Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Focus Securities, INC.Broker
Fsc Securities CorporationBroker
State Registrations14 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.