Gus Catanzaro
Gus Catanzaro is a registered investment advisor at Osaic Wealth, INC., based in Holbrook, NY, with 32 years of industry experience. Gus 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
4250 Veterans Memorial Hwy, Suite 100E, Holbrook, NY, 11741
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Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Gus is an investment advisor representative and has ownership in Progressive Advisory Solutions, an asset management company. Gus also dedicates time to PPS Advisors Life, LLC and PPS Advisors, Inc. for management, insurance, and fixed annuity sales, taking up about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Professional Planning Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations40 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.