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Matthew Rigatti

28 Years of Experience
Salem, NH
BrokerSells Insurance

Matthew Rigatti is a registered investment advisor at Osaic Wealth, INC., based in Salem, NH, with 28 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

23 Keewaydin Drive, Suite 205, Salem, NH, 03079

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is a shareholder in Auburn Weight Loss Clinic, owned by his mother, with no duties. He also works as an insurance agent and is a Senior Vice President at Pointes North Wealth Management, which takes up a full-time commitment.

Employment History
Current Registrations
Osaic Wealth, INC.
December 2021 - Present · 4 yrs 7 mos
Osaic Wealth, INC.Broker
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cantella & CO., INC.Broker
June 2019 - March 2021 · 1 yr 9 mos
Signator Financial Services, INC.Broker
January 2014 - January 2016 · 2 yrs
Signator Investors, INC.Broker
November 2011 - November 2018 · 7 yrs
John Hancock Distributors LLCBroker
January 2002 - November 2011 · 9 yrs 10 mos
Manufacturers Securities Services, LLCBroker
February 1996 - January 2002 · 5 yrs 11 mos
Charles Schwab & CO., INC.Broker
November 1994 - January 1995 · 2 mos
State Registrations14 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Rigatti - Financial Advisor | TrueAdvisor