AG
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Andrew Gentile

41 Years of Experience
Port St Lucie, FL
4 DisclosuresBrokerSells Insurance

Andrew Gentile is a registered investment advisor at Osaic Wealth, INC., based in Port St Lucie, FL, with 41 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9244 advisors
Number of Clients
575,512 clients
Average Client Portfolio
$408K average
Assets Under Management
$234.9B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)

Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.

  • Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
  • Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
  • Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.

Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.

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Location

Port St Lucie, FL

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History

Regulatory History (4)
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Judgment / Lien
August 2026
Regulatory
April 2019
Final
Financial
May 2018
Final
Criminal
August 2017
Final Disposition
Other Business ActivitiesSells Insurance

Andrew is an Investment Advisor Representative at Novem Group, a Registered Representative at OSAIC WEALTH, INC., and owns Fair Share Divorce Solutions, LLC. He also sells fixed insurance through Advisors Academy and Pinnacle Insurance, and participates in the Tequesta Country Club Finance Committee and the Fellowship of Christian Athletes FCA board.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 2 yrs
Novem Group
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
May 2019 - October 2024 · 5 yrs 5 mos
The Leaders Group, INC.Broker
March 2010 - April 2019 · 9 yrs 1 mo
Tlg Advisors, INC.
February 2010 - April 2019 · 9 yrs 2 mos
Prudential Financial Planning Services
April 2003 - April 2009 · 6 yrs
Pruco Securities, LLC.Broker
March 1999 - April 2009 · 10 yrs 1 mo
Ids Securities CORP.Broker
July 1986 - December 1986 · 5 mos
American Express Financial Advisors INC.Broker
October 1983 - May 1998 · 14 yrs 7 mos
Ids Life Insurance CompanyBroker
October 1983 - May 1998 · 14 yrs 7 mos
Ids Financial Services INC.Broker
October 1983 - December 1986 · 3 yrs 2 mos
State Registrations7 states
ALCACTFLGAMDNC
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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