Joseph Marrazzo
Joseph Marrazzo is a registered investment advisor at Osaic Wealth, INC., based in Mechanicsburg, PA, with 29 years of industry experience. Joseph 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)
Financial
March 2018Other Business ActivitiesSells Insurance
Joseph is the President/Owner of Marrazzo and Associates Financial Group, P.C., offering insurance sales, annuity sales, planning, and income tax preparation, taking about a quarter of his time. He also engages in insurance sales, health insurance sales, serves as Treasurer for NAIFA-PA, owns rental property, and works as an Investment Advisor Representative for Guardian Asset Advisors, dedicating about half his time to this role.
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
State Registrations9 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.