Thomas Povinelli
Thomas Povinelli is a registered investment advisor at Osaic Wealth, INC., based in Old Greenwich, CT, with 41 years of industry experience. Thomas 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
1445 East Putnam Avenue, Old Greenwich, CT, 06870
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2022Customer Dispute
March 2020Regulatory
May 2011Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Thomas oversees 12 tax offices through Pinnacle Taxx, spending about half his time on this. He also sells life and long-term care insurance, dedicating a few hours per week, and is involved in real estate investment, also spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
North Ridge Securities CORP.Broker
Jt Securities INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations42 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.