Louis Zaccaro
Louis Zaccaro is a registered investment advisor at Osaic Wealth, INC., based in River Edge, NJ, with 32 years of industry experience. Louis 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
745 Kinderkamack Rd, River Edge, NJ, 07661
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Regulatory History (1)
Judgment / Lien
April 2024Other Business ActivitiesSells Insurance
Louis is an insurance agent selling fixed insurance products through Zaccaro Wealth Management and also uses it as a DBA for his securities business and life insurance sales, spending about 10-20% of his time on insurance sales and nearly full-time on the DBA. He also owns Zaccaro Tax Planning, spending about 10-20% of his time on tax preparation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
H. Beck, INC.
H. Beck, INC.Broker
Dunham and Associates Investment Counsel, INC.
Dunham and Associates Investment Counsel, INC.Broker
C. J. M. Planning CORP.Broker
First Montauk Securities CORP.Broker
Sunpoint Securities, INC.Broker
Werbel-Roth Securities, INC.Broker
Paragon Capital CorporationBroker
Seaboard Securities, INC.Broker
Seaboard Securities, INC.Broker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations10 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.