Lawrence Dibartolomeo
Lawrence Dibartolomeo is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Orange Village, OH, with 53 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
100 Park Avenue, Suite 425, Orange Village, OH, 44122-4242
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
January 2023Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Lawrence is involved in various insurance-related activities, including group insurance, accident/health, disability, fixed annuities, long-term care, and life insurance, through Dibart Insurance Agency Corporation and as an agent. He also engages in media work, acting and modeling, and manages a legal entity for pharmacy consulting.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Equity Services, INC.Broker
Sun Investment Services CompanyBroker
Investment Management & Research, INCBroker
Suncan Equity Services CompanyBroker
Investment Management & Research, INCBroker
Christian Financial Planning CO.Broker
International Securities CORP.Broker
Capital Analysts, IncorporatedBroker
Investment Management & Reserach INCBroker
Financial Service Corporation of AmericaBroker
Fundamental Service CorporationBroker
State Registrations29 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.