Salvatore Zatkowski
Salvatore Zatkowski is a registered investment advisor at Osaic Wealth, INC., based in Seaford, NY, with 24 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
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
3394 Merrick Road, Seaford, NY, 11783
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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
Salvatore owns Pinnacle Tax Advisors of Long Island, where he prepares income taxes and sells life insurance, dedicating about half his time to the business. He also owns SJZ Enterprises LLC, a real estate holding company, and The Great Oak Incorporated, a fishing charter boat for charities, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
State Registrations11 states
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