Adam Zunino
Adam Zunino is a registered investment advisor at Osaic Wealth, INC., based in Costa Mesa, CA, with 37 years of industry experience. Adam 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
3070 Bristol St, Ste 500, Costa Mesa, CA, 92626-3083
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2024Other Business ActivitiesSells Insurance
Adam is an insurance agent with Landmark Capital Wealth since 2010, focusing on fixed insurance sales. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations46 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.