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Salvatore Aprile

32 Years of Experience
Commack, NY
1 DisclosureBrokerSells Insurance

Salvatore Aprile is a registered investment advisor at Osaic Wealth, INC., based in Commack, NY, with 32 years of industry experience. Salvatore 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

58 Motor Parkway, Suite 400A, Commack, NY, 11725

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History

Regulatory History (1)
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Customer Dispute
October 2019
Denied
Other Business ActivitiesSells Insurance

Salvatore is a part owner of M&B Associates, an accounting and tax preparation firm, dedicating a few hours per week. He also works as an insurance broker and an IAR/VP at Atlantic Advisors, LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Osaic Wealth, INC.
May 2021 - Present · 5 yrs
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Signator Investors, INC.Broker
August 2001 - November 2018 · 17 yrs 3 mos
Metlife Securities INC.Broker
March 2001 - August 2001 · 5 mos
Metropolitan Life Insurance CompanyBroker
March 2001 - August 2001 · 5 mos
Signator Investors, INC.Broker
October 1993 - March 2001 · 7 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1993 - May 1997 · 3 yrs 7 mos
State Registrations8 states
AZCTFLGANCNJNYPA
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.