Donald Savino
Donald Savino is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 40 years of industry experience. Donald 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
350 Linden Oaks, Suite 140, Rochester, NY, 14625
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2018Employment Separation After Allegations
March 2017Other Business ActivitiesSells Insurance
Donald is an insurance broker since 2007 and has a fee-based advisory business with American Portfolios Advisors since 2017. He also dedicates minimal time as the treasurer for Livingston Country Club and a few hours per week to Novem Group for insurance purposes, recommending insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Mcdonald Investments INC.Broker
Essex Capital Markets, INC.Broker
Community Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.