Julian Marturano
Julian Marturano is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 34 years of industry experience. Julian 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
381 Mansfield Avenue, Suite 300, Pittsburgh, PA, 15220
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2010Customer Dispute
August 2005Customer Dispute
March 1996Customer Dispute
December 1995Customer Dispute
September 1995Other Business ActivitiesSells Insurance
Julian is involved in various business activities, including disability and health insurance sales, fixed annuities and life insurance sales, and selling/servicing various investment products, life insurance, and annuities. He also owns M&S Property Holdings LLC and is a general agent for multiple insurance companies, dedicating a significant amount of time to these endeavors.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations23 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.