Paul Ranieri
Paul Ranieri is a registered investment advisor at Osaic Wealth, INC., based in Belmar, NJ, with 28 years of industry experience. Paul 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
Belmar, NJ
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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
Paul is an insurance agent selling fixed annuities, equity indexed annuities, and life insurance since 1996, dedicating about 10-20% of his time to this. He also has an advisory business, Ranieri Investment Management, but spends minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Compulife Investor Services, INC.Broker
1717 Capital Management CompanyBroker
The Advisors Group, INC.Broker
Garden State Securities, INC.Broker
Westfield Financial CorporationBroker
Seaboard Securities, INC.Broker
State Registrations5 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.