Pete Stamatis
Pete Stamatis is a registered investment advisor at Osaic Wealth, INC., based in Canfield, OH, with 37 years of industry experience. Pete 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
6599 Seville Drive, Suite 207, Canfield, OH, 44406
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Pete conducts investment and insurance business under the business name Signature Financial Group, LLC, dedicating full-time hours to sales/marketing of securities and insurance products. He also works as an agent for Signature Financial Group, LLC, spending about 10-20% of his time on sales/marketing of fixed annuities and non-variable insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations19 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.