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RD
ChFC
RD
ChFC

Ross Deluca

Osaic Institutions, INC.
29 Years of Experience
Bridgewater, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ross Deluca is a ChFC-designated registered investment advisor at Osaic Institutions, INC., based in Bridgewater, MA, with 29 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

14 Main Street, Bridgewater, MA, 02324

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ross is a part-time Senior Instructor at Bridgewater State University, teaching in the Communication department, dedicating a few hours per week. He also works as an independent agent selling and servicing fixed insurance products, and volunteers as Treasurer for the Brockton Symphony Orchestra.

Employment History
Current Registrations
Osaic Institutions, INC.
July 2022 - Present · 4 yrs 3 mos
Osaic Institutions, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
March 2021 - July 2022 · 1 yr 4 mos
Equitable Advisors, LLCBroker
March 2021 - July 2022 · 1 yr 4 mos
Usadvisors Wealth Management, LLC
January 2017 - March 2021 · 4 yrs 2 mos
Usadvisors Wealth Management, LLC
January 2013 - June 2016 · 3 yrs 5 mos
Securities America Advisors, INC.
August 2009 - January 2017 · 7 yrs 5 mos
Securities America, INC.Broker
July 2009 - March 2021 · 11 yrs 8 mos
Financial Network Investment Corporation
April 2008 - July 2009 · 1 yr 3 mos
Financial Network Investment CorporationBroker
October 2007 - July 2009 · 1 yr 9 mos
UBS Financial Services INC.
March 2007 - October 2007 · 7 mos
UBS Financial Services INC.Broker
February 2007 - October 2007 · 8 mos
Citistreet Advisors LLCBroker
January 2002 - August 2004 · 2 yrs 7 mos
State Street Capital Markets, LLCBroker
April 2001 - December 2001 · 8 mos
Signator Investors, INC.Broker
July 1998 - February 1999 · 7 mos
Putnam Mutual Funds CORP.Broker
October 1995 - May 1998 · 2 yrs 7 mos
Putnam Mutual Funds CORP.Broker
February 1991 - February 1994 · 3 yrs
State Registrations7 states
MAMDMENHNYRIVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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