Allen Zeolla
Allen Zeolla is a registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 32 years of industry experience. Allen 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
Pittsburgh, PA
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Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Allen is the treasurer for a charter school, a self-employed insurance agent/broker, the president of his DBA (AZ Financial, Inc), and the owner of a tax preparation business. He also serves as executor for his father's estate and co-owns Sign Trendy LLC, dedicating nearly full-time hours to his DBA and about a quarter of his time to tax preparation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Impact Financial Network, INC.Broker
G. A. Repple & CompanyBroker
First American National Securities, INC.Broker
State Registrations8 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.