Savas Constantinou is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 27 years of industry experience. Savas 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Savas works as a Senior Wealth Planning Advisor for Hancock Whitney Bank, utilizing Money Guide Pro for various financial planning aspects and partnering with other professionals. He does not directly sell to clients, handle securities transactions, or recommend specific securities transactions.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Modera Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Edward JonesBroker
Edward Jones
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hsbc Brokerage (USA) INC.Broker
Prime Capital Services, INC.Broker
Essex National Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
Guardian Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
Diversified Equities CORP.Broker
Stratton Securities, INC.Broker
Mony Securities CORP.Broker
Pennsylvania Securities CompanyBroker
State Registrations1 state
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.