Lawrence Passaretti
Lawrence Passaretti is a registered investment advisor at Osaic Wealth, INC., based in St Pete Beach, FL, with 41 years of industry experience. Lawrence 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
St Pete Beach, FL
Get directionsHistory
Regulatory History (11)
Regulatory
December 2018Customer Dispute
September 2018Regulatory
September 2012Customer Dispute
December 2011Customer Dispute
July 2010Customer Dispute
March 2010Customer Dispute
February 2008Customer Dispute
October 2007Customer Dispute
December 2003Customer Dispute
June 2002Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Lawrence is an investment advisor representative with American Portfolios Advisors, Inc. and sells insurance through Lionstreet. He also owns Karapat Reality LLC, BTTG Inc., PPS Advisors Life, LLC, and is the CEO of PPS Advisors, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
Professional Planning Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Cigna Securities, INC.Broker
Josephthal & CO., IncorporatedBroker
Morgan, Olmstead, Kennedy & Gardner, IncorporatedBroker
M V Securities, INC. INC.Broker
State Registrations19 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.