Andrea Trudeau
Andrea Trudeau is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in San Jose, CA, with 37 years of industry experience. Andrea 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
4990 Speak Lane Suite 260, San Jose, CA, 95118
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is an investment advisor with Securities America Advisors since 2016, dedicating minimal time. She is also an EVP at Newfront (formerly ABD Insurance), a benefits and property casualty consulting firm, spending nearly full-time hours consulting and helping employers design employee benefits programs, including insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Arbor Point Advisors
Foothill Securities, INC.
Foothill Securities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
E.I. Sales, INC.Broker
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.