Haralambos Kitsos
Haralambos Kitsos is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in North Andover, MA, with 34 years of industry experience. Haralambos 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
Bradford Financial, 232-234 Sutton Street, North Andover, MA, 01845
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Haralambos is an insurance agent and owns rental real estate. He also serves as President and Chief Compliance Officer of Bradford Financial Services Inc, his Registered Investment Advisor (RIA), dedicating about half his time to the RIA.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Bradford Financial Services CORP
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Cantella & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 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.