David Marrazzo
David Marrazzo is a registered investment advisor at Osaic Wealth, INC., based in Mechanicsburg, PA, with 38 years of industry experience. David 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
5000 Ritter Rd, Ste 202, Mechanicsburg, PA, 17055
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Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
David is a tax preparer and also engages in insurance sales, dedicating minimal time to each. He is also the owner/supervisor/advisor for Guardian Asset Advisors LLC, a registered investment advisory, taking up nearly all of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Guardian Asset Advisors, LLC
Previous Registrations
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
The Advisors Group, INC.Broker
Sunpoint Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations24 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.