Fidelio Rodrigues is a registered investment advisor at Osaic Wealth, INC., based in Scituate, MA, with 34 years of industry experience. Fidelio 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
47 Front St., Ste 3, Scituate, MA, 02066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fidelio owns a tax preparation business since 1996, dedicating a few hours per week. He also works as a notary public, spending minimal time on this activity, and is an investment advisor representative with Securities America Advisors, dedicating nearly full-time hours to portfolio management.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
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