Salvatore Ferrito
Salvatore Ferrito is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Waukesha, WI, with 41 years of industry experience. Salvatore 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
W233 N2080 Ridgeview Parkway, Suite 203, Waukesha, WI, 53188
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Regulatory History (1)
Regulatory
January 2024Other Business ActivitiesSells Insurance
Salvatore is a business owner at Ferrito & O'Gorman Financial Group, focusing on the sale of financial products and insurance appointments, dedicating nearly full-time hours to this. He also works as an agent selling disability and insurance products, and manages existing life insurance contracts, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
MML Investors Services, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations15 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.