Nicholas Mamula
Nicholas Mamula is a registered investment advisor at Osaic Wealth, INC., based in Steubenville, OH, with 32 years of industry experience. Nicholas 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
501 Washington Street, Suite 201, Steubenville, OH, 43952
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2003Customer Dispute
May 2001Customer Dispute
September 1997Other Business ActivitiesSells Insurance
Nicholas is an independent insurance sales agent since 2003, dedicating minimal time to this activity. He also serves as a trustee for a testamentary trust for his daughter, Samantha, spending minimal time on investment and administrative duties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Banc One Securities CorporationBroker
Southtrust Investment Services, INC.Broker
Advest, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.