Patrick Ferrigno
Patrick Ferrigno is a registered investment advisor at Osaic Wealth, INC., based in Washingtonville, NY, with 32 years of industry experience. Patrick 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
79 East Main Street, Washingtonville, NY, 10992
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Patrick has a sole proprietorship related to fixed insurance, though he spends no time on it. He is also a partner in Ferrigno Real Estate LLC and the owner of Ferrigno Financial DBA, both of which require minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Sii Investments, INC.
Sii Investments, INC.Broker
Stein Abbott and Company INC.Broker
State Registrations36 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.