Kevin Cascarelli
Kevin Cascarelli is a registered investment advisor at Osaic Wealth, INC., based in Spring, TX, with 33 years of industry experience. Kevin 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
17010 Seven Pines Drive, Suite 100, Spring, TX, 77379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an independent contractor and financial advisor with Royal Alliance Associate, Inc., dedicating nearly full-time hours to this role. He also serves as a Permanent Diaconate in the Catholic Church and sells term life insurance and other fixed insurance products approved by the broker/dealer.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
United Securities Alliance, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Amegy Investments, INC.
Amegy Investments, INC.Broker
Fiserv Investor Services, INC.Broker
Forth Financial Securities, CorporationBroker
The Leaders Group, INC.Broker
Tradestar Investments,inc.Broker
American General Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 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.