Richard Denardi
Richard Denardi is a registered investment advisor at Osaic Wealth, INC., based in Timonium, MD, with 28 years of industry experience. Richard 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
1954 Greenspring Drive, Suite 515, Timonium, MD, 21093
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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
Richard is an assistant varsity baseball coach and manages the varsity baseball team at C Milton Wright High School. He is also a registered representative/IAR with Mid-Atlantic Wealth Advisors, LLC, selling securities, investment advisory, and insurance products, and acts as a personal payee for his sister, dedicating minimal time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Horace Mann Investors INCBroker
Chapin, DavisBroker
Chapin Davis Asset Management
Lincoln Financial Advisors CorporationBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ferris, Baker Watts IncorporatedBroker
New England Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations4 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.