Sean Mannello
Sean Mannello is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 30 years of industry experience. Sean 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
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1995Employment History
Current Registrations
Osaic Wealth, INC.
Ladenburg Thalmann & CO. INC.Broker
Osaic Institutions, INC.Broker
Osaic Wealth, INC.Broker
Previous Registrations
Ladenburg Thalmann Asset Management INC
American Portfolios Financial Services, INC.Broker
Triad Advisors LLCBroker
Securities America, INC.Broker
Sagepoint Financial, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Keystone Brokerage, INC.Broker
Laughlin Group Advisors, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations2 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.